Find company references for a contact review
Bring checked contact details and relevant company documents together before you make a decision or reply.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Retrieves documents from an account.
Why this helps
Useful references may already exist in Cody, but searching them manually adds friction to a contact review.
- Check supplied contact details through Abstract.
- Search Cody documents with a keyword relevant to the review.
- Bring possible company context into one report.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Cody once in the Notis portal.
- 2Create an automation named Find Cody References for a Verified Contact.
- 3Tell Notis to validate the supplied contact details with Abstract, then search Cody documents using the provided company or topic keyword and report the matching references.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one known contact and a keyword that should find relevant documents.
Questions about this workflow
Does Cody search by email or phone automatically?
The workflow searches documents using the keyword you provide. Do not assume document content is indexed by a contact detail unless you have confirmed it.
Will it prove that a document is about the contact?
No. The results are possible references to review, and matching depends on the keyword and Cody's document search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Cody. A trigger fires from one place; an action lands in another.
Abstract triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Abstract and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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