Start a CodeREADr Scanning Service from a Salesforce Opportunity
When an opportunity needs a scanning workflow, let Notis turn the update into a CodeREADr service setup request.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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 customer scanning workflows can get lost between a CRM update and the work of setting up a service.
- Reduce the handoff from a Salesforce opportunity update to service setup.
- Use opportunity context in a plain language service creation request.
- Keep the setup prompt and run report together 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 create a CodeREADr service using the relevant opportunity details.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity and review the created service details.
Questions about this workflow
Does this create a service for every opportunity change?
The trigger fires when an opportunity is created or updated. State in your instruction when Notis should create a service, and test with a real opportunity.
Can it configure the whole scanning workflow?
This action creates a CodeREADr service. Other setup, such as questions or postback settings, is not included in this workflow.
What details can I include in the service request?
Ask Notis to use details available in the opportunity event, such as its name or stage. Review the service after the test run.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Codereadr.