Submit recurring CommCare follow-up forms
Keep routine program follow-up moving even when the team is focused elsewhere.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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).
Why this helps
Scheduled follow-ups are easy to miss when staff must remember each submission manually.
- Reduce missed follow-ups
- Create consistent submission timing
- Give operators a clear run report
Setup
Build it in a few focused steps.
- 1Connect CommCare in Notis once.
- 2Create an automation named Scheduled CommCare follow-up forms.
- 3Tell Notis which supplied records are due and to submit the required CommCare form using only available case context.
- 4Pick a recurring schedule trigger.
- 5Choose a report channel and test with one scheduled run.
Questions about this workflow
Where does the follow-up queue come from?
Provide it in the automation context or connected source used by your Notis setup.
Will Notis invent case values?
No. Missing values should be reported for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business CommCare.