Set up CommCare admin access with a new program board
A new program board can launch both the work plan and the first access invitation.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
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
Program launches slow down because admin access is handled after the planning board is created.
- Starts access setup earlier
- Links ownership to the launch board
- Reduces launch checklist omissions
Setup
Build it in a few focused steps.
- 1Connect Trello and CommCare once in Notis.
- 2Create an automation describing the administrator invitation and required permissions.
- 3Pick the New Board trigger for the workspace.
- 4Choose where Notis should send invitation results.
- 5Test with one real launch board and verify the invitation.
Questions about this workflow
Where must the administrator email appear?
Include it in the board name, description, or another available board context and state the expected format in the instruction.
Can this grant unrestricted access?
Only request permissions explicitly approved by your organization and available in CommCare.
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.
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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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).
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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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No card. Works with personal or business CommCare.