Turn an Affinity deal update into focused Cody research
Send a deal's details to Cody and start a focused conversation with the context ready to explore.
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 company research means switching tools and reassembling deal context before you can ask useful questions.
- Start research with deal context included in the webhook request.
- Keep the conversation focused on the supplied company or deal.
- Reduce manual copying between your CRM and knowledge assistant.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cody once in the Notis portal.
- 2Create an automation and describe the outcome in one instruction: start a Cody conversation that summarizes the supplied deal context and lists useful questions grounded in Cody knowledge.
- 3Pick a Notis webhook trigger and arrange for the request to include the deal context you want Cody to use.
- 4Choose where Notis run reports should go.
- 5Test with one real deal request and check Cody's conversation.
Questions about this workflow
Does Affinity provide a trigger event for this workflow?
No Affinity trigger event is listed here. The workflow starts when a Notis webhook receives a request containing deal context.
Can Cody answer from company knowledge?
Yes. The conversation can ask Cody to use its available knowledge base and distinguish supported findings from unanswered questions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cody. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cody.