Campaigns Organized on Day One: Auto-Folder Creation
Launch a campaign in Espocrm and a Cody folder automatically appears, ready to hold strategy docs, emails, analytics, and team notes all in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Why this helps
You start a campaign in Espocrm but assets get scattered across Slack, email, Google Drive, and notebooks. Finding campaign intel later is frustrating and time-consuming.
- All campaign materials in one searchable location
- No more scattered files and notes
- Easy onboarding for team members joining campaigns
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody to Notis.
- 2Tell Notis: 'When a new campaign is created in Espocrm, automatically create a folder in Cody with the campaign name.'
- 3Choose your notification channel for run reports.
- 4Create a test campaign in Espocrm and verify the folder appears in Cody immediately.
Questions about this workflow
What if I have nested campaigns or sub-campaigns?
Notis can create nested folders if you specify the hierarchy in your prompt. It'll match your Espocrm campaign structure.
Can I auto-add existing documents to the campaign folder?
Yes. Expand your prompt: 'When creating the campaign folder, also add any documents tagged with this campaign name or keyword.'
What if a campaign already has a Cody folder?
Notis is smart enough to skip duplicates. If the folder exists, it won't create a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Espocrm to Cody. A trigger fires from one place; an action lands in another.
Espocrm triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
Espocrm and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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