Export scan history for your follow-up routine
Get scan history in a repeatable export so the next CRM follow-up starts with the activity already gathered.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve bulk scan records
Why this helps
Manually gathering scan history before follow-up takes time and makes it harder to keep a consistent review habit.
- Retrieve bulk scan history in JSON or CSV.
- Apply the filters you specify for the reporting period or follow-up task.
- Make scan history collection a recurring part of your CRM routine.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and CodeREADr once in the Notis portal.
- 2Create an automation that retrieves bulk scan records in the format and with the filters you specify.
- 3Pick a notis_cron schedule for the export.
- 4Choose where Notis should send run reports.
- 5Test with one real date range or filter and confirm the returned scan history.
Questions about this workflow
Does this automatically update CRM contacts?
No. This workflow retrieves CodeREADr scan history. Updating Agile CRM is not among the available actions.
Can it export only a particular campaign's scans?
Use a campaign filter only if the scan records support it, or provide a reference that exists in the returned data. Missing attribution cannot be inferred.
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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No card. Works with personal or business Codereadr.