Review policy follow-up scans without losing the thread
Bring policy follow-up context to scan records so exceptions are easier to spot and resolve.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Scan Records
Retrieve barcode scan records.
Why this helps
Policy follow-ups and barcode scan history live in separate places, making it easy to miss an invalid scan or unanswered question.
- Review scan outcomes alongside a policy follow-up request.
- Surface invalid scans and missing collected responses.
- Reduce manual searching across sales and scanning tools.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CodeREADr once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to retrieve relevant CodeREADr scans and summarize validation issues for the AgencyZoom follow-up context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real policy follow-up and confirm the scan summary is useful.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No. Start it with a Notis webhook, which begins when an HTTP request reaches the automation.
Will this change policy records in AgencyZoom?
No. The selected CodeREADr action retrieves scan records for review; it does not update AgencyZoom.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Codereadr. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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