Get a recurring report from CodeREADr scan records
Have scan history summarized on a schedule, ready where your team checks in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Manually pulling scan history for regular reviews creates busywork and makes reports easy to skip.
- Reduce repeated manual scan-history exports
- Review filtered scan activity on a dependable cadence
- Send run reports to a channel your team already uses
Setup
Build it in a few focused steps.
- 1Connect 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 service and filters you specify, then summarize the returned data.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the filters and summary are useful.
Questions about this workflow
Can the report include any scan fields?
The report is based on the records returned for the service and filters you specify. The workflow cannot report fields that the returned data does not include.
Where does the report appear?
Choose the run report channel when you create the automation.
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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