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Keep a scheduled inventory of scanning services

See the CodeREADr services behind your campaign and event workflows in a recurring review.

Trigger

Recurring schedule

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

Action

Retrieve CodeREADr Services

Retrieves the services configured in your account.

Why this helps

When multiple campaigns and events use scanning, it can be difficult to remember which services are configured.

  • Retrieve the configured CodeREADr services on a recurring schedule.
  • Review service configuration alongside your campaign planning routine.
  • Spot services that may need a manual check before an event.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and CodeREADr once in the Notis portal.
  • 2Create an automation that retrieves CodeREADr services and summarizes the returned inventory.
  • 3Pick a notis_cron schedule for the inventory review.
  • 4Choose where Notis should send run reports.
  • 5Test once and confirm the listed services match your CodeREADr account.

Questions about this workflow

Will it match services to Agile CRM campaigns?

Only when the returned service data or details you provide include a matching reference. The automation cannot infer a relationship that is not present.

Can it change or delete a service that looks unused?

This workflow lists services for review. It does not modify or delete them.

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.

TriggerScheduled

Collect Data With Questions

Adds custom questions to collect information after barcode scans.

ActionInstant

Webhook trigger

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

TriggerInstant

Configure CodeREADr Connector

Guides you through configuring a connector for Google Sheets.

ActionInstant

Create CodeREADr Service

Creates a service to define how barcode scans are handled.

ActionInstant

Delete CodeREADr Database

Permanently deletes a database and all its barcode values; this cannot be undone.

ActionInstant

Delete Device

Deletes a device.

ActionInstant

Delete Custom Question

Permanently deletes custom questions and their answer options; this cannot be undone.

ActionInstant

Delete CodeREADr Service

Permanently deletes a service; this cannot be undone.

ActionInstant

Delete CodeREADr User

Deletes an existing user account.

ActionInstant

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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