Open a CodeREADr Scanner from a New Salesforce Lead
Make a lead's Salesforce ID ready to use in the CodeREADr scanner when your team meets them in person.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Finding the right CRM record during an in-person interaction can interrupt the conversation and slow down follow-up.
- Have the lead ID ready for a CodeREADr scan link.
- Reduce manual searching during an in-person interaction.
- Keep the generated link and run report in Notis.
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 generate a CodeREADr scan link using the new lead's Salesforce ID.
- 4Pick the New Lead trigger and choose where run reports go.
- 5Test with one real lead and confirm the generated link opens as expected.
Questions about this workflow
Does the link create or update a Salesforce lead?
No. The action generates a CodeREADr scan link using an ID. It does not create or update Salesforce records.
What does the scan link do?
It generates a URI that opens the CodeREADr app scanner prefilled with a specific ID.
Can this be used for event check-in?
It can prepare a link for scanning a specific lead ID. Your team still needs a CodeREADr service and an appropriate process for scanning.
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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