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Notis

Keep CommCare reference tables ready

Make recurring reference data setup part of your operating rhythm.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

Reference tables are forgotten until a form or field workflow breaks because expected values are missing.

  • Reduce setup surprises
  • Standardize reference data preparation
  • Free operators from repetitive admin

Setup

Build it in a few focused steps.

  • 1Connect CommCare in Notis once.
  • 2Create an automation named Scheduled CommCare reference setup.
  • 3Tell Notis to create the specified lookup table from the approved data source included in the instruction and report any missing values.
  • 4Pick a recurring schedule trigger.
  • 5Choose a report channel and test with one scheduled run.

Questions about this workflow

Where does the reference data come from?

The instruction must identify the approved data supplied to Notis or available in the connected context.

Can it overwrite an existing table?

Only if the action and your instruction explicitly support that behavior; otherwise ask Notis to report the existing state.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

ActionInstant

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).

ActionInstant

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.

ActionInstant

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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