Keep important CRM context searchable in Cody
When a CRM context request arrives, turn the useful details into a concise Cody document for later reference.
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 account context is hard to reuse when it stays buried in CRM records and old notes.
- Preserve a readable account summary in Cody.
- Make relevant CRM context easier to reuse in business questions.
- Keep each generated document focused on the information supplied for that request.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to summarize the incoming CRM context into a concise Cody document, preserving relevant names, dates, and decisions.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real CRM context request and review the created document.
Questions about this workflow
Does this copy every CRM record automatically?
No. It runs when the webhook receives a request and uses the supplied or accessible context described in the instruction.
Can the document include information not present in the request?
Only if that information is available through the connected Agiled account. Otherwise, Notis should call out what is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Cody. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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