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Notis

Invite Contractors to CommCare from Todoist

Handle time-sensitive contractor access while the request is still visible.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

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.

Why this helps

Short-term collaborators lose productive hours while access requests wait for manual processing.

  • Accelerates contractor onboarding
  • Keeps access requests auditable
  • Reduces repetitive invitations

Setup

Build it in a few focused steps.

  • 1Connect Todoist and CommCare in Notis.
  • 2Create an automation for approved contractor invitations.
  • 3Pick New Task Created as the trigger.
  • 4Choose the report channel for results.
  • 5Test with one approved contractor task.

Questions about this workflow

Can invitation details include role information?

Yes. Include the approved role and access context in the task.

Does this require special CommCare access?

Yes. Edit Web Users and Edit Access API permissions are required.

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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