Gather scan history for period close
Start each close with a consistent pull of the scan history needed for your reconciliation review.
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
Period close becomes harder when scan records must be collected manually at the last minute.
- Retrieve bulk scan history for the defined close period.
- Summarize the records for review alongside your reconciliation work.
- Use a repeatable schedule for recurring closes.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CodeREADr once in Notis.
- 2Create an automation describing the period, filters, and summary needed for close.
- 3Choose a Notis cron trigger and set it to the close schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real close interval and compare the retrieved records with your expected scope.
Questions about this workflow
Does this reconcile the data automatically?
No. It retrieves and summarizes scan history. The reconciliation rules and any comparison data must be provided by your process.
Can it include records from a time range?
Specify the desired period using filters supported by the bulk retrieval action and available in CodeREADr.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Codereadr. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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