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Notis

Answer Audit Requests with CommCare Reports

Start audit preparation with a clear inventory of available CommCare reports.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

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

Audit preparation slows when teams search manually for every possible source report.

  • Creates a faster audit starting point
  • Keeps evidence requests organized
  • Reduces repeated report searches

Setup

Build it in a few focused steps.

  • 1Connect Todoist and CommCare once.
  • 2Create an automation to list and summarize available reports.
  • 3Select New Task Created as the trigger.
  • 4Choose the destination for run reports.
  • 5Test with one audit request task.

Questions about this workflow

Does this prove audit completeness?

No. It inventories configured reports; your team still decides which evidence is sufficient.

Can it explain report relevance?

Notis can summarize returned report information against the task request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Todoist 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 Task Created

Trigger when a new task is added to Todoist.

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.

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

When this happens · Trigger

Do this · Action

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