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Notis

Start CommCare closeout review when work is archived

Archiving a card can trigger the exact report check your closeout process needs.

Trigger

Card Archived Trigger

Triggered when a card is archived in the specified board

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

Completed work is archived without a consistent check of the related program data.

  • Adds a reliable closeout step
  • Makes report review visible
  • Reduces forgotten verification

Setup

Build it in a few focused steps.

  • 1Connect Trello and CommCare once in Notis.
  • 2Create an automation explaining which archived cards require report discovery.
  • 3Pick the Card Archived trigger for the board.
  • 4Choose the destination for Notis run reports.
  • 5Test by archiving one real card and checking the report list.

Questions about this workflow

Can this prove the work is complete?

No. It starts a report discovery step. The report contents and completion decision still depend on your CommCare data.

Can archived cards be excluded by context?

Tell Notis which card labels, lists, or text indicate that a closeout review is needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Trello 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

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

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

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

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

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

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

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

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

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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