Create Salesforce leads from Codereadr scans
Capture a prospect in Codereadr and let Notis create a Salesforce lead from the details collected on the spot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Why this helps
Manually transferring scan details into Salesforce adds friction and leaves promising contacts waiting to be followed up.
- Reduce retyping after a scan
- Keep lead capture moving while you are away from your desk
- Use the submitted data and your instructions to handle missing required details
Setup
Build it in a few focused steps.
- 1Connect Codereadr and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Salesforce lead from each Codereadr scan, using the captured details and skipping records that lack the required last name or company.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real scan submission sent to the webhook.
Questions about this workflow
What does Salesforce require to create a lead?
The listed Salesforce action requires LastName and Company. Tell Notis how to handle a scan that does not contain both.
Does Codereadr provide a Notis trigger event?
No Codereadr trigger events are listed here. Start this automation with a Notis webhook, which runs when an HTTP request reaches it.
Can I test the workflow first?
Yes. Send one real Codereadr scan submission to the webhook and review the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Codereadr to Salesforce. A trigger fires from one place; an action lands in another.
Codereadr triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Create a new account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Abort query job
Add contact to campaign
Add a contact to a campaign to track engagement.
Add lead to campaign
Add a lead to a campaign to track engagement.
Add product to opportunity
Add a product to an opportunity using its associated price book.
Apply lead assignment rules
Apply lead assignment rules to route a lead to its appropriate owner.
Associate contact to account
Associate a contact with an account, replacing any existing account association.
Clone opportunity with products
Clone an opportunity, optionally including its products.
Connect any two apps with Notis in the middle.
Codereadr and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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