Keep scan response fields aligned with document review
Review the response fields included with scan data against the details your document workflow needs to collect.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Manage CodeREADr Response Fields
Why this helps
A document review may change what teams need to see in scan results, but response fields can be overlooked.
- Keep scan response details tied to documented review needs
- Use explicit requirements rather than guesses
- Make field changes visible in scheduled reports
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 scan response field review.
- 3Ask Notis to create or update response fields only from the requirements you provide for the document workflow.
- 4Choose a recurring schedule, select a report channel, and test with one real set of requirements.
Questions about this workflow
Will the automation discover requirements in ActiveMerge automatically?
No ActiveMerge trigger or document-reading action is listed here. Supply the requirements in the prompt or webhook context.
Can it change existing response fields?
The action can create or update response fields. State the intended changes clearly and review the run report.
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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