Bring CodeREADr scan history into a deal handoff
Give the next deal owner scan history to review when the stage changes.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Retrieve bulk scan records
Tool to retrieve bulk scan records. Use after specifying filters to fetch scan history in JSON or CSV for reporting.
Why this helps
A handoff can miss relevant scan history when sales and scanning activity live in separate tools.
- Bring relevant scan records into a deal-stage handoff
- Use scan history to reduce repeated status checks
- Keep reporting close to the CRM event
Setup
Build it in a few focused steps.
- 1Connect HubSpot and CodeREADr once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, ask Notis to retrieve bulk scan records for the specified service and filters, then summarize the returned records for the deal handoff.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and confirm the requested filters return relevant records.
Questions about this workflow
What information is needed to retrieve scan records?
Specify the service and filters to use. The action retrieves bulk scan records after filters are specified.
Can it tell whether a deal is complete from scans?
Only if the scan records and criteria you provide support that conclusion. The action retrieves records; it does not establish missing business rules or baselines.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Codereadr. A trigger fires from one place; an action lands in another.
Hubspot triggers
Codereadr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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/
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
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.
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".
Connect any two apps with Notis in the middle.
Hubspot and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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