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Notis

Send WhatsApp case follow-ups to CommCare

Keep case records current as new details arrive in the conversation.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Submit Form to CommCare

Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).

Why this helps

Follow-up information remains in WhatsApp after the original CommCare case is created.

  • Keeps records current
  • Preserves follow-up context
  • Cuts repeated admin work

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and CommCare in Notis once.
  • 2Create an automation that identifies a case reference in each follow-up and submits a complete CommCare update form.
  • 3Pick New WhatsApp Message Received as the trigger.
  • 4Choose the report channel and test with one real follow-up.

Questions about this workflow

What if no case reference is present?

Tell Notis to flag the message for review instead of guessing which case to update.

Can it submit partial updates?

Only when the target CommCare form accepts them; otherwise provide the required values in the prompt context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to CommCare. A trigger fires from one place; an action lands in another.

Timelinesai triggers

CommCare actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Lookup Table

Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Web User Invitation

Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

List Reports

Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.

ActionInstant

Single Sign On

Tool to validate login credentials and retrieve user profile for a mobile worker or web user. Use when you need to authenticate a user and obtain their profile information including roles, permissions, locations, and configuration details.

ActionInstant

Submit Form to CommCare

Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).

ActionInstant

Submit Form ODK Compatible

Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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