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Notis

Keep campaign learnings available to Cody

Capture what a campaign taught you while it is still fresh. Send a summary to Notis and save the supplied insight as a Cody document.

Trigger

Webhook received

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

Action

Create Document

Creates a text-based document in the knowledge base.

Why this helps

Useful campaign learnings get lost in reports and are hard to reuse in future decisions.

  • Preserve a supplied campaign summary in Cody's knowledge base.
  • Make campaign learnings easier to find and reuse.
  • Keep the saved artifact focused on the information provided.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Cody once in Notis.
  • 2Create an automation in Notis and name it.
  • 3Describe how Cody should title and format the supplied campaign insight as a document.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real campaign summary sent to the webhook.

Questions about this workflow

Does this workflow calculate campaign performance?

It can save analysis included in the webhook. Any metrics or conclusions not supplied must be provided by your process or identified as missing.

How large can the document be?

The Cody create document action supports text or HTML content up to 768 KB.

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.

TriggerScheduled

Create Conversation

Starts a new conversation with a bot.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document

Creates a text-based document in the knowledge base.

ActionInstant

Create Document From File

Creates a knowledge base document from an uploaded file.

ActionInstant

Create Document from Webpage

Creates a knowledge base document from a public webpage.

ActionInstant

Create Folder

Creates a folder to organize documents or conversations.

ActionInstant

Delete Conversation

Permanently deletes a conversation.

ActionInstant

Delete Document

Deletes a document.

ActionInstant

Get Conversation

Retrieves a conversation and its details.

ActionInstant

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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