Give contact quality reviews a clear home in Cody
When a contact needs closer attention, keep its review work organized in a dedicated Cody folder.
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 quality issues can get lost when review notes are mixed into general company documents.
- Create a dedicated place for contact review material.
- Make it easier for a team to find follow-up work.
- Keep the workflow focused on supplied contact details and quality results.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review workflow.
- 3In one instruction, tell Notis to check incoming details and create a Cody folder for the review when the result needs follow-up.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example that needs review and confirm the folder is created as expected.
Questions about this workflow
Will this create a folder for every contact?
State in your instruction when a folder is warranted, such as when supplied details need follow-up.
Does Addressfinder provide a quality score here?
No specific score is described. Base the review on the validation or data quality information Addressfinder returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Cody. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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