Review scan services alongside document templates
Keep an up-to-date view of the CodeREADr services relevant to your document template workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve CodeREADr Services
Retrieves the services configured in your account.
Why this helps
Service details can be hard to recall when reviewing document templates and the scan processes they support.
- Retrieve configured services on a schedule
- Summarize returned service information for review
- Keep template workflow context with the service inventory
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 service inventory review.
- 3Tell Notis to retrieve CodeREADr services and summarize the results using the template workflow context you provide.
- 4Choose a recurring schedule, select a report channel, and test with one real template workflow.
Questions about this workflow
Does the service list include every detail about each setup?
Not necessarily. The summary can only use information returned by the service retrieval action.
Can Notis infer which template uses which service?
Only if you provide that relationship in the prompt or other supplied context.
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.
Collect Data With Questions
Adds custom questions to collect information after barcode scans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure CodeREADr Connector
Guides you through configuring a connector for Google Sheets.
Create CodeREADr Service
Creates a service to define how barcode scans are handled.
Delete CodeREADr Database
Permanently deletes a database and all its barcode values; this cannot be undone.
Delete Device
Deletes a device.
Delete Custom Question
Permanently deletes custom questions and their answer options; this cannot be undone.
Delete CodeREADr Service
Permanently deletes a service; this cannot be undone.
Delete CodeREADr User
Deletes an existing user account.
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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