Invite field workers from Typeform onboarding
Turn completed onboarding forms into clear CommCare access actions.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 field workers wait when onboarding details must be re-entered into access tools.
- Shorter onboarding time
- Consistent permission requests
- Fewer access omissions
Setup
Build it in a few focused steps.
- 1Connect Typeform and CommCare in Notis.
- 2Create an automation for field-worker onboarding.
- 3Tell Notis to create a CommCare invitation from each approved onboarding response with the requested role and access details.
- 4Choose New Form Response as the trigger.
- 5Select a report channel and test one onboarding form.
Questions about this workflow
Can it invite mobile workers too?
This action creates a web user invitation, so confirm the requested user type fits that action.
What permissions are needed?
Edit Web Users and Edit Access API permissions are required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to CommCare. A trigger fires from one place; an action lands in another.
Typeform 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.
New Form Response
Triggers when a respondent completes and submits the form.
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.
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.
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).
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.
Connect any two apps with Notis in the middle.
Typeform and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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