Review vendor contacts with company context
Check contact details and start a Cody review with the vendor information you provide, all from one webhook request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Starts a new conversation with a bot.
Why this helps
Vendor details arrive in one place while policies and prior notes live somewhere else, making review easy to postpone.
- Validate supplied vendor email and phone details.
- Start a separate Cody conversation for each review.
- Use company knowledge to inform the review where available.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Cody once in the Notis portal.
- 2Create an automation named Check Vendor Details Before a Cody Review.
- 3Tell Notis to validate the vendor email and phone, then start a Cody conversation that reviews the supplied details against the company's available knowledge.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real vendor contact and inspect the conversation.
Questions about this workflow
Does this automatically approve vendors?
No. It starts a Cody conversation for review; any decision criteria should be included in your instruction or available company knowledge.
What contact information should I provide?
Include the vendor email and phone number you want Abstract to check, along with any review context Cody needs.
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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