Orient new users to CommCare reports
Give new collaborators a useful starting point instead of a blank reporting workspace.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
New users spend their first days asking where to find the reports needed for their role.
- Shorten onboarding time
- Reduce repeated report questions
- Make role context useful immediately
Setup
Build it in a few focused steps.
- 1Connect Zendesk and CommCare in Notis once.
- 2Create an automation named New user CommCare report orientation.
- 3Tell Notis to list available CommCare reports and summarize likely starting points using only the user's supplied role or responsibilities.
- 4Pick the New User Created trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Can it assign report permissions?
No. This action lists reports; permissions and access changes must follow your CommCare administration process.
What if the user's responsibilities are missing?
Notis can return the report inventory and flag that role-based guidance needs more context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to CommCare. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.