Automate CommCare Onboarding Invitations
Give new team members the access they need without another admin queue.
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
Onboarding slows when access tasks are separated from the invitation step.
- Reduces onboarding delay
- Keeps approvals visible
- Standardizes invitation handling
Setup
Build it in a few focused steps.
- 1Connect Todoist and CommCare in the Notis portal.
- 2Create an automation for approved onboarding invitations.
- 3Select New Task Created as the trigger.
- 4Choose the run report destination.
- 5Test with one onboarding task.
Questions about this workflow
Can the task specify a role?
Yes. Include the approved role and permission details in the task context.
What if approval is missing?
Notis can report that the task lacks required approval details before creating an invitation.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Task Created
Trigger when a new task is added to Todoist.
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.
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.
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).
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.
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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No card. Works with personal or business CommCare.