Start a CodeREADr service setup from a new contact
Turn a new contact workflow into a clear starting point for configuring CodeREADr scanning.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Setting up a new scanning workflow can get postponed when service creation is disconnected from the work that needs it.
- Start a CodeREADr service setup from a CRM event
- Keep the requested scanning purpose tied to the setup
- Reduce manual context switching during onboarding
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 service for the named contact-scanning workflow and use only details available in the event or your instruction.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the created service details.
Questions about this workflow
Will this create one service for every contact?
The action creates a new service. Use this workflow only when each triggering contact represents a genuinely new scanning workflow, rather than ordinary contact creation.
What does the action need?
A valid CodeREADr API key is required to register a new service. Provide the intended workflow details in your instruction.
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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