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Notis

Discover CommCare Reports from Todoist Requests

Find the right CommCare report before spending time searching the project.

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

Reporting requests stall when nobody knows which CommCare report contains the needed view.

  • Reduces report hunting
  • Returns a clear list of available reports
  • Keeps reporting requests tied to task context

Setup

Build it in a few focused steps.

  • 1Connect Todoist and CommCare in the Notis portal.
  • 2Create an automation that discovers reports and summarizes their purpose.
  • 3Choose New Task Created as the Todoist trigger.
  • 4Select the channel for run reports.
  • 5Test with a task describing one reporting need.

Questions about this workflow

Does this download report data?

This workflow lists configured reports so you can identify the right report before using a data download process.

Can Notis interpret the task wording?

Yes. Notis can use the task description to explain which available reports may fit.

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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