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Notis

Review CodeREADr scan activity on a schedule

Set a recurring scan data review so reporting does not depend on someone remembering to request it.

Trigger

Recurring schedule

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

Action

Retrieve bulk scan records

Tool to retrieve bulk scan records. Use after specifying filters to fetch scan history in JSON or CSV for reporting.

Why this helps

Regular scan activity reviews get skipped when they depend on manual requests and repeated filtering.

  • Create a predictable scan activity review
  • Reduce repeated setup for routine data requests
  • Keep results arriving in a chosen report channel

Setup

Build it in a few focused steps.

  • 1Connect CodeREADr once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, tell Notis which scan records and reporting window to retrieve, and whether you want JSON or CSV.
  • 4Pick a recurring schedule as the trigger and choose where run reports should go.
  • 5Test with one real reporting window.

Questions about this workflow

What should the recurring window be?

State the window in your instruction, such as the previous day or week. The report needs a defined scope.

Can the workflow compare trends over time?

Only if the needed history is returned or supplied. Name any baseline that is not included in the retrieved data.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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/

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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".

ActionInstant

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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