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Notis

Find CommCare reports from WhatsApp

Give your team a quick answer when they ask where a report lives.

Trigger

New WhatsApp Message Received

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

Action

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.

Why this helps

People ask for report names in chat and wait while someone searches CommCare manually.

  • Reduces search time
  • Improves report discoverability
  • Keeps answers in the original conversation

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and CommCare in Notis once.
  • 2Create an automation that recognizes report discovery questions and returns the available CommCare report names.
  • 3Pick New WhatsApp Message Received as the trigger.
  • 4Choose the report channel and test with a real report question.

Questions about this workflow

Does this download report data?

No. It lists configured reports so a person can choose the right one before downloading data.

Can it summarize the list?

Yes. Ask Notis to group or describe reports using only the returned CommCare metadata.

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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