Keep a useful client context note in Cody
Turn the account details you need into a concise reference document your team can search in Cody.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Important client context is easy to lose when it stays inside a record that is not part of the team's knowledge workflow.
- Create a consistent reference from supplied client details.
- Make key context easier to search in Cody.
- Reduce repeated record review before routine 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 client context notes.
- 3Tell Notis to turn the supplied AgencyZoom client snapshot into a concise Cody document, preserving only supported facts and noting missing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client snapshot.
Questions about this workflow
What should the client snapshot contain?
Include the account details and context that are useful to reference later. The document will be limited to the information supplied or returned.
Will this update an existing Cody document?
Instruct Notis clearly whether to create a new document or locate an existing one first. The listed create document action creates a new document.
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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