Create a CodeREADr service from each new Pipedrive deal
Start the right scan workflow as soon as an opportunity enters your pipeline.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
New deals often need operational setup before fulfillment can begin.
- Reduce setup delay after deal creation
- Keep scanning work tied to sales context
- Give operators a repeatable starting point
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Codereadr in Notis once.
- 2Create an automation named New deal service setup.
- 3Tell Notis to create a CodeREADr service for each new deal using the deal context.
- 4Choose New Deal Received as the trigger.
- 5Select a report channel, then test with one real deal.
Questions about this workflow
What starts this automation?
A new deal created in Pipedrive starts it.
Can Notis decide the service settings?
Yes, describe the required scanning purpose in the automation instruction, and provide any defaults Notis should use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Codereadr. A trigger fires from one place; an action lands in another.
Pipedrive 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/
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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