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Turn new HubSpot contacts into ready-to-scan CodeREADr links

Give your team a direct path from a new contact record to a CodeREADr scan.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Generate Scan Link

Tool to generate a CodeREADr scan link URI. Use when you want to open the CodeREADr app’s scanner pre-filled with a specific ID.

Why this helps

When contact follow-up includes an in-person scan, staff can lose time finding the right scanner flow and record.

  • Reduce manual lookup during contact follow-up
  • Open CodeREADr with an identifier from the contact event
  • Keep scan preparation close to the new-contact workflow

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 create a CodeREADr scan link using the new contact's available identifier.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports go.
  • 5Test with one real contact and confirm the generated link uses the intended identifier.

Questions about this workflow

What identifier will the scan link use?

Tell Notis which identifier to use, such as the contact ID, and confirm that it is present in the Contact Created event.

Does this create a CodeREADr service?

No. This workflow generates a scan link. A usable scanning service must already exist in CodeREADr.

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.

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

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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

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

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.

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

When this happens · Trigger

Do this · Action

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