Refresh your CommCare report shortlist after card changes
Scope changes in Trello can prompt the right CommCare report review automatically.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
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 plans go stale when project scope changes but nobody revisits the available CommCare reports.
- Keeps reporting aligned to scope
- Reduces forgotten data checks
- Makes handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Trello and CommCare once in Notis.
- 2Create an automation describing which card changes should prompt report discovery.
- 3Pick the Card Updated trigger for the tracked card.
- 4Choose where the report shortlist should be delivered.
- 5Test with one meaningful scope update and review the results.
Questions about this workflow
Which changes should trigger this?
Name the scope, owner, or status changes that matter in the automation instruction.
Does it fetch the report data?
No. It lists available reports so you can select the next data retrieval step.
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.