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Notis

Find the right CodeREADr service for each new user

Start onboarding with a current list of scanning services.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Retrieve CodeREADr Services

Tool to list all services. Use when you need to fetch configured services in your CodeREADr account after authentication.

Why this helps

Teams search for the right service manually every time a user joins.

  • Reduce service lookup time
  • Give onboarding staff current service context
  • Avoid guessing which workflow a user needs

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and CodeREADr in Notis once.
  • 2Create an automation named New user service check.
  • 3Tell Notis to retrieve services and summarize likely matches using the new user's context.
  • 4Pick New User Created as the trigger and choose a report channel.
  • 5Test with one newly created user who needs a scanning workflow.

Questions about this workflow

Does this grant access automatically?

No. It lists services and summarizes matches for your team to review.

What if the user record has no workflow context?

Notis reports that a service need was not specified.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Codereadr. A trigger fires from one place; an action lands in another.

Zendesk triggers

Codereadr actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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/

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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".

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Codereadr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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