Give each deal review its own Cody thread
A dedicated conversation gives a deal review a clear place to start. Trigger one from an ActiveCampaign event and include the deal context you want Cody to consider.
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
Deal reviews lose momentum when the key details are buried in campaign records and scattered conversations.
- Create a distinct Cody thread for a deal review.
- Keep the event's supplied details as the starting context.
- Make it easier to return to a specific review later.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Cody once in Notis.
- 2Create an automation in Notis and name it.
- 3In one instruction, describe which supplied deal details should name and guide the Cody conversation.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal event sent to the webhook.
Questions about this workflow
Does this workflow update the ActiveCampaign deal?
No. It creates a Cody conversation. The supplied deal information can guide the review, but no deal update action is included.
Can Cody limit the conversation to specific documents?
The create conversation action supports an optional focus mode. Use it only when you have identified the appropriate documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Cody. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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