Keep public contact guidance available in Cody
Bring public guidance into company knowledge so your team can refer to it while reviewing contact data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Why this helps
Useful public guidance is easy to lose among browser tabs and may not be available when the team needs it.
- Keep a public reference available in Cody.
- Reduce time spent hunting for the same guidance page.
- Provide shared context for contact data review.
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 reference workflow.
- 3Tell Notis to check the supplied URL is publicly accessible and import the page into Cody as a reference.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one public page and confirm Cody can process the URL.
Questions about this workflow
Can Cody import pages behind a login?
No. The page must be publicly accessible without login and not blocked by a firewall.
Does this validate the contact details on the page?
This workflow imports a public webpage as a Cody document. Ask for a separate validation step if you want contact details checked.
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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