Review campaign scan activity on a schedule
Get a scheduled view of scan activity around a CRM campaign without repeatedly checking the scanner account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Scan Records
Retrieve barcode scan records.
Why this helps
Campaign follow-up can stall when scan activity is scattered across another tool and nobody remembers to check it.
- Retrieve scan records on a recurring schedule.
- Summarize activity using the filters or campaign reference you provide.
- Make scan follow-up easier to keep on a routine.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CodeREADr once in the Notis portal.
- 2Create an automation that retrieves and summarizes CodeREADr scan records using the campaign reference or filters you provide.
- 3Pick the notis_cron schedule that matches your review routine.
- 4Choose where Notis should send run reports.
- 5Test with one real campaign reference or scan filter and check the returned records.
Questions about this workflow
Will it know which Agile CRM campaign to review automatically?
No campaign trigger or automatic campaign lookup is available. Provide the relevant campaign reference or scan filters in the automation instruction.
Can the report prove which scans came from a campaign?
Only if the returned scan data includes a usable reference or you supply one that can be compared. The automation cannot infer missing campaign attribution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Codereadr. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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