Review CodeREADr Scan History Alongside Salesforce Tasks
Bring scan history into the follow-up prompted by a Salesforce task, so relevant scanning activity is easier to review.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Scan activity and customer follow-up can live in separate places, making it easy to miss context while closing out work.
- Prompt a scan history review when a Salesforce task is created or completed.
- Use CodeREADr's bulk scan retrieval action for JSON or CSV history.
- Send the run report to a chosen channel for review.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and CodeREADr once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, with a name and prompt.
- 3In one instruction, ask Notis to retrieve the relevant CodeREADr scan records and summarize them for task follow-up.
- 4Pick the Task Created or Completed trigger and choose where run reports go.
- 5Test with one real task and verify the retrieval filters and scan records.
Questions about this workflow
Does this match a scan to a Salesforce task automatically?
The listed action retrieves scan records using filters you provide. The event description does not establish a link between Salesforce tasks and CodeREADr scans, so include suitable filter details in your instruction.
Can I choose JSON or CSV?
The retrieval action supports scan history in JSON or CSV. Specify the format in your instruction and confirm it in a test run.
Can the trigger be limited to completed tasks?
The event fires for task creation or when status changes to Completed, and supports optional Status or Subject filtering.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Codereadr. A trigger fires from one place; an action lands in another.
Salesforce 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/
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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