Create a Cody client brief alongside AgencyZoom context
Bring a public reference page and supplied client details together in Cody so preparation starts in one place.
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
Preparing for a client conversation takes extra time when public reference material and account context have to be gathered separately.
- Add a publicly accessible reference page to Cody when a request arrives.
- Pair the imported material with the AgencyZoom context supplied in the request.
- Reduce manual steps before a client conversation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for client brief creation.
- 3Tell Notis to use the supplied AgencyZoom client context and import the supplied public webpage URL into Cody as a client reference.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client example and a publicly accessible webpage.
Questions about this workflow
Can Cody import a page behind a login?
No. The webpage must be publicly accessible without login and must not be blocked by a firewall.
What information should the request contain?
Provide the client context and the public webpage URL you want Cody to import.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Cody. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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