Keep CodeREADr service settings aligned with deal progress
When a deal changes stage, bring the relevant service update into the same workflow.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A scanning service can keep outdated settings when a deal changes the process it supports.
- Tie a service update request to a deal stage change
- Keep the existing service ID in the workflow instruction
- Reduce forgotten configuration follow-up
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 update the specified existing CodeREADr service and state the settings change and service ID.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and verify the intended service was updated.
Questions about this workflow
Can the trigger identify which service to update?
The event provides deal stage context, while the action requires a service ID. Supply the service ID or another reliable way to identify it in your instruction.
What settings should I ask Notis to change?
Name the desired service setting and intended value in your instruction. The available action updates an existing service configuration.
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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