Invite responders identified in Zendesk tickets
Give approved responders the access they need while the escalation is active.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Escalations slow down when the person who must act still lacks CommCare access.
- Remove access bottlenecks
- Keep escalation context attached
- Standardize responder onboarding
Setup
Build it in a few focused steps.
- 1Connect Zendesk and CommCare in Notis once.
- 2Create an automation named Ticket responder to CommCare invitation.
- 3Tell Notis to inspect each new ticket for an explicitly approved responder and create a CommCare web user invitation only when the required role and contact details are present.
- 4Pick the New Zendesk Ticket trigger.
- 5Choose a report channel and test with one real ticket.
Questions about this workflow
Will it invite every requester?
No. Instruct Notis to act only when the ticket identifies an approved responder.
What happens when approval is unclear?
Notis should report the ticket for review without creating an invitation.
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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