Give client follow-up references a clear home in Cody
Create a dedicated Cody folder when a client follow-up needs a clean place for supporting knowledge.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder to organize documents or conversations.
Why this helps
Useful follow-up material gets harder to find when references are scattered across unrelated folders.
- Create an organizing space in response to a follow-up request.
- Make related Cody references easier to group and find.
- Reduce ad hoc folder creation during busy client work.
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 follow-up organization.
- 3Tell Notis to create a Cody folder using the supplied client or follow-up label and avoid including unnecessary sensitive details in the folder name.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real follow-up request.
Questions about this workflow
Does creating a folder add client documents to it?
No. This workflow uses the Cody create folder action. Adding documents would require a separate workflow.
What should the folder name use?
Use a short label supplied in the request, following your team's naming conventions.
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
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.