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Prepare the CodeREADr spreadsheet connector for document tracking

Get the supported setup guidance when your document workflow needs scan information in a spreadsheet.

Trigger

Recurring schedule

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

Action

Configure CodeREADr Connector

Guides you through configuring a connector for Google Sheets.

Why this helps

Connector setup can block a tracking workflow when the supported Google Sheets steps are not at hand.

  • Get guidance for the supported Add-on UI setup
  • Optionally validate API connectivity
  • Avoid treating connector setup as a programmatic API operation

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and CodeREADr once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for connector setup guidance.
  • 3Ask Notis to use the CodeREADr connector helper to return setup steps, and optionally validate connectivity if you request it.
  • 4Choose a recurring schedule, select a report channel, and test with one real setup request.

Questions about this workflow

Can the connector be created entirely through this automation?

No. The action returns guidance for the Google Sheets Add-on UI because connector configurations cannot be created programmatically through the public API.

Is connectivity validation required?

No. The action supports optional API connectivity validation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Codereadr. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Codereadr actions

Recurring trigger

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

TriggerScheduled

Collect Data With Questions

Adds custom questions to collect information after barcode scans.

ActionInstant

Webhook trigger

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

TriggerInstant

Configure CodeREADr Connector

Guides you through configuring a connector for Google Sheets.

ActionInstant

Create CodeREADr Service

Creates a service to define how barcode scans are handled.

ActionInstant

Delete CodeREADr Database

Permanently deletes a database and all its barcode values; this cannot be undone.

ActionInstant

Delete Device

Deletes a device.

ActionInstant

Delete Custom Question

Permanently deletes custom questions and their answer options; this cannot be undone.

ActionInstant

Delete CodeREADr Service

Permanently deletes a service; this cannot be undone.

ActionInstant

Delete CodeREADr User

Deletes an existing user account.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Codereadr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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