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Notis

Create CommCare web invitations from webhook requests

Let approved onboarding systems trigger consistent CommCare invitations.

Trigger

Webhook received

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

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

Access requests sit in shared inboxes while administrators manually recreate them in CommCare.

  • Reduce access administration
  • Keep request context attached
  • Speed up approved onboarding

Setup

Build it in a few focused steps.

  • 1Connect CommCare in Notis once.
  • 2Create an automation named Webhook to CommCare invitation.
  • 3Tell Notis to verify that the payload contains an approved request and create the invitation with the supplied role and permissions.
  • 4Pick a webhook trigger and share its endpoint with the approved sender.
  • 5Choose a report channel and test with one real request.

Questions about this workflow

How does Notis know a request is approved?

Include an approval indicator in the payload or describe the approval rule in the automation instruction.

Which CommCare permissions are needed?

The action requires Edit Web Users and Edit Access API permissions.

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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