Find the right CommCare report for each escalation
Give every escalation a faster path to the report that can answer it.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Support teams lose time searching through CommCare reporting options before they can investigate an issue.
- Reduce report hunting
- Create a consistent investigation step
- Help support teams ask better follow-up questions
Setup
Build it in a few focused steps.
- 1Connect Zendesk and CommCare in Notis once.
- 2Create an automation named Zendesk escalation report finder.
- 3Tell Notis to read each new ticket, list available CommCare reports, and explain which report names appear relevant based only on the ticket context.
- 4Pick the New Zendesk Ticket trigger.
- 5Choose a report channel and test with one real ticket.
Questions about this workflow
Does this download report data?
No. This action lists configured reports so you can select the next data retrieval step.
What if no report matches?
Notis can clearly report that no relevant report was found and summarize what information is missing.
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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