Keep scan response fields aligned with reporting requests
Make a requested scan data change actionable by using the email as the brief for response fields.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Manage CodeREADr Response Fields
Tool to create or update response fields returned with scan data. Use when customizing which fields to include in scan payloads.
Why this helps
Reporting needs evolve, but response field requests in email are easy to leave unprocessed.
- Move scan reporting requests into the service workflow
- Reduce missed response field changes
- Call out unclear field requirements before they cause confusion
Setup
Build it in a few focused steps.
- 1Connect AgentMail and CodeREADr once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create or update CodeREADr response fields based on the email's reporting requirements.
- 4Pick New Email Received as the trigger and choose where run reports should go.
- 5Test with one real reporting change request.
Questions about this workflow
Will this update an existing service?
The action manages fields returned with scan data. Include the relevant service context and specify whether the request is to create or update fields.
What if the requested fields are vague?
Ask Notis to list unclear field names or definitions in its report so you can clarify the requirement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Codereadr. A trigger fires from one place; an action lands in another.
Agent mail triggers
Codereadr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Collect Data With Questions
Tool to configure data collection forms by adding custom questions. Use after creating a service to collect survey questions after each scan.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure CodeREADr Connector
Helper to guide configuring the CodeREADr Connector for Google Sheets. There is no public API to programmatically create connector configurations. This tool validates your API connectivity (optional) and returns clear steps to proceed via the Google Sheets Add-on UI: https://www.codereadr.com/knowledgebase/codereadr-connector-add-on/
New Email Received
Trigger for new emails in an AgentMail inbox
Configure Direct Scan URL (DSU)
Tool to configure a Direct Scan URL (DSU). Use after obtaining a valid service ID to set up scan callbacks. Use when you need to enable or update the DSU postback settings for a CodeREADr service.
Configure CodeREADr Kiosk Mode
Tool to enable and configure Kiosk Mode for unattended scanning. Use when setting up a dedicated scanning kiosk after service setup.
Configure Picking, Delivery & Receiving App
Tool to configure the complete picking, delivery, and receiving workflow. Use when setting up scan workflow endpoints for an existing CodeREADr service.
Configure CodeREADr Postback URL
Tool to configure a real-time postback URL for a CodeREADr service. Use when you need to set up or modify scan forwarding for an existing service.
Create CodeREADr Service
Tool to create a new workflow configuration (service) for scanning tasks. Use after obtaining a valid API key when registering a new Service.
Delete CodeREADr Database
Tool to delete an existing CodeREADr database. Use when you need to remove a database by its ID after confirming you no longer need its data. Example prompt: "Delete database with ID 123e4567-e89b-12d3-a456-426614174000".
Connect any two apps with Notis in the middle.
Agent mail and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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