Give verified contact research a home
Use a contact check as the cue to create a dedicated Cody folder for the research you want to keep together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder to organize documents or conversations.
Why this helps
Contact research becomes hard to retrieve when every result is saved without a consistent place to organize it.
- Check supplied email and phone details before organizing the research.
- Create a Cody folder with a name based on the request.
- Keep related research easier to locate.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Cody once in the Notis portal.
- 2Create an automation named Create a Cody Folder for Verified Contact Research.
- 3Tell Notis to validate the provided email and phone, then create a Cody folder named from the supplied contact or project label.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real contact and confirm the folder name.
Questions about this workflow
Does this add documents to the folder?
This action creates a folder. Add document creation to the instruction only if the workflow has the required document content and destination details.
What folder name will be used?
Include a contact or project label in the request and instruct Notis to use it for the folder name.
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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