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Create a CodeREADr service from every new Coda project doc

Start a ready-to-configure scan workflow as soon as a project doc is created.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

Create CodeREADr Service

Tool to create a new workflow configuration (service) for scanning tasks. Use after obtaining a valid API key when registering a new Service.

Why this helps

Creating a scanning service by hand adds setup work before the team can collect data.

  • Reduces repetitive setup
  • Keeps service names aligned with project docs
  • Gets field teams ready sooner

Setup

Build it in a few focused steps.

  • 1Connect Coda and Codereadr in Notis once.
  • 2Create an automation and describe the service creation outcome in one instruction.
  • 3Choose New Coda Document as the trigger.
  • 4Select a report channel and test with one real project document.

Questions about this workflow

What information does Notis use from the document?

Notis uses the available document title and context; any missing service details must be supplied in your instruction.

Can I review the service after creation?

Yes. The automation can send the created service result to your chosen report channel.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Codereadr. A trigger fires from one place; an action lands in another.

Coda 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

Tool to configure data collection forms by adding custom questions. Use after creating a service to collect survey questions after each scan.

ActionInstant

Webhook trigger

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

TriggerInstant

Configure CodeREADr Connector

Helper to guide configuring the CodeREADr Connector for Google Sheets. There is no public API to programmatically create connector configurations. This tool validates your API connectivity (optional) and returns clear steps to proceed via the Google Sheets Add-on UI: https://www.codereadr.com/knowledgebase/codereadr-connector-add-on/

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Configure Direct Scan URL (DSU)

Tool to configure a Direct Scan URL (DSU). Use after obtaining a valid service ID to set up scan callbacks. Use when you need to enable or update the DSU postback settings for a CodeREADr service.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

Configure CodeREADr Kiosk Mode

Tool to enable and configure Kiosk Mode for unattended scanning. Use when setting up a dedicated scanning kiosk after service setup.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Configure Picking, Delivery & Receiving App

Tool to configure the complete picking, delivery, and receiving workflow. Use when setting up scan workflow endpoints for an existing CodeREADr service.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Configure CodeREADr Postback URL

Tool to configure a real-time postback URL for a CodeREADr service. Use when you need to set up or modify scan forwarding for an existing service.

ActionInstant

Create CodeREADr Service

Tool to create a new workflow configuration (service) for scanning tasks. Use after obtaining a valid API key when registering a new Service.

ActionInstant

Delete CodeREADr Database

Tool to delete an existing CodeREADr database. Use when you need to remove a database by its ID after confirming you no longer need its data. Example prompt: "Delete database with ID 123e4567-e89b-12d3-a456-426614174000".

ActionInstant

Connect any two apps with Notis in the middle.

Coda and Codereadr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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