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Notis

Keep CodeREADr service settings aligned with updated procedures

Update the source procedure once and have Notis carry supported changes into the identified service.

Trigger

File Updated

Triggers when a file's metadata or content changes in Google Drive.

Action

Update CodeREADr Service

Tool to update an existing service configuration. Use when you need to change settings of a CodeREADr service by ID.

Why this helps

Procedure changes can leave scanning settings behind, especially when updates are easy to miss across tools.

  • Reduce the chance that service settings lag behind revised procedures.
  • Review changes in context before applying them.
  • Get a report when the source does not specify a service or setting clearly.

Setup

Build it in a few focused steps.

  • 1Connect Google Drive and CodeREADr once in the Notis portal.
  • 2Create an automation for syncing procedure changes to a CodeREADr service.
  • 3Tell Notis to review an updated procedure, identify supported service changes, and update only the named service; ask for clarification when the service or desired setting is unclear.
  • 4Pick Google Drive File Updated as the trigger and choose where run reports go.
  • 5Test with one real procedure update and review the service changes.

Questions about this workflow

Can Notis update any setting mentioned in the document?

It can apply changes supported by the CodeREADr service update action. Tell Notis to report settings it cannot safely update.

How does Notis know which service to change?

Include a stable service ID in the procedure or automation instruction, or have Notis ask for it when missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Drive 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

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

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

File Created

Triggers when a new file is created in Google Drive.

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

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

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

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

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

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

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

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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