Create CommCare invitations from onboarding cards
Start onboarding in Trello and send the right CommCare invitation without a separate admin task.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
New team members wait for access because onboarding requests are not connected to account setup.
- Shortens access setup time
- Keeps onboarding requests traceable
- Reduces admin follow up
Setup
Build it in a few focused steps.
- 1Connect Trello and CommCare once in Notis.
- 2Create an automation describing how an approved card should create an invitation.
- 3Pick the New Card trigger for the onboarding board.
- 4Choose where invitation results and errors should be reported.
- 5Test with one approved onboarding card and verify the invitation.
Questions about this workflow
What permissions are needed?
CommCare requires Edit Web Users and Edit Access API permissions.
Can Notis choose a role?
Yes, if the approved card states the role and permissions clearly. Missing access details should be reported.
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.