Prepare a CodeREADr scan link at the next deal stage
Make the scan entry point easy to find when a deal moves forward.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A deal handoff can leave the next person searching for the CodeREADr scan flow needed for verification or fulfillment.
- Prepare a scanner link when the deal advances
- Use an identifier available in the deal event
- Reduce searching during handoffs
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 generate a CodeREADr scan link from the deal's available identifier when its stage updates.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and check the identifier in the generated link.
Questions about this workflow
Can this run only for a particular deal stage?
The available trigger is Deal Stage Updated and users pick the trigger rather than build filters. Ask Notis to handle the intended stage in its instruction if the event provides enough context.
Does the deal update configure CodeREADr?
No. It generates a scan link. The relevant CodeREADr service must already be available.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Codereadr.