Start a Cody conversation with cleaner contact context
Give a research conversation a more dependable starting point by checking contact details before adding them as context.
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
Starting research from unreviewed contact data creates extra checking and can send follow-up in the wrong direction.
- Start a conversation with a compact context summary.
- Make uncertain contact fields visible at the outset.
- Reduce repeated checking before business research.
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 research workflow.
- 3Tell Notis to validate the incoming contact details and start a Cody conversation with a summary of confirmed and unresolved fields.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and review the conversation context.
Questions about this workflow
Does this workflow create a document?
No. It starts a Cody conversation and includes a concise summary of the validation results.
Can it decide whether a contact is suitable for outreach?
It can summarize the provided details and validation results, but suitability criteria should be included in your instruction.
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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