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Notis

Bring Prospect Company Websites into Cody

Save public company context in Cody while you are researching a lead.

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

Switching between a prospect record and its website interrupts research and makes useful context easy to lose.

  • Save public company pages alongside internal research.
  • Reduce context switching while evaluating a prospect.
  • Keep imported content searchable in Cody.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Cody once in Notis.
  • 2Create an automation instructing Notis to import the public company webpage URL included in each Aeroleads research request.
  • 3Pick the Notis webhook trigger and send requests with a publicly accessible webpage URL.
  • 4Choose where run reports go, then test with one real public prospect webpage.

Questions about this workflow

Will Cody import pages behind a login?

No. The webpage must be publicly accessible without login and not blocked by a firewall.

Does Aeroleads provide a website URL trigger event?

Aeroleads has no listed trigger events. A Notis webhook starts this workflow, and the request needs to supply the public URL.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Cody. A trigger fires from one place; an action lands in another.

Aeroleads 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.

Aeroleads and Cody, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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