Create a scan link from an Agile CRM contact
Give each field or event follow-up a ready-to-open scan link, without switching between your CRM and scanner setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Scan Link
Creates a link that opens the mobile scanner with a barcode or identifier prefilled.
Why this helps
Preparing scan links by hand adds another step between managing a CRM contact and running an in-person follow-up.
- Create a scanner link from contact or campaign details included in a webhook request.
- Keep the scan link associated with a useful CRM reference supplied in the request.
- Reduce manual setup before an event or in-person follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CodeREADr once in the Notis portal.
- 2Create an automation and describe generating a CodeREADr scan link from the contact or campaign reference in each incoming request.
- 3Pick the notis_webhook trigger and arrange for Agile CRM to send the relevant request.
- 4Choose where Notis should send run reports.
- 5Test with one real contact or campaign reference and confirm the generated link.
Questions about this workflow
Does this automation run on an Agile CRM event?
Agile CRM event triggers are not available here. The automation starts when Notis receives an HTTP request, which you can arrange to send from Agile CRM.
Can it add the link back to the Agile CRM contact?
The available target action generates a CodeREADr scan link. Writing back to Agile CRM is not part of this workflow.
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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