Never Reach Out Unprepared: Instant Contact Context in Cody
New contacts in Espocrm automatically trigger a Cody conversation pre-loaded with background info, eliminating manual research before first outreach.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
You add a contact to Espocrm but lack context about them. Digging through email history, websites, and notes scattered across tools creates friction and takes energy you need elsewhere.
- Skip manual research before outreach
- Stay focused on relationship-building
- Reduce context-switching between tools
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody to Notis via the portal (one-time setup).
- 2Ask Notis in any channel: 'When a new contact is added to Espocrm, create a Cody conversation with the contact details and background.'
- 3Notis creates an automation in the portal; select your reporting channel (Telegram, Slack, email) for run notifications.
- 4Test by adding a real contact to Espocrm and verify Cody conversation appears within seconds.
Questions about this workflow
Will this create a conversation for every contact, even test ones?
Yes, by default. You can refine the trigger by telling Notis 'only for contacts from specific sources' if you want to skip internal testing.
What information goes into the Cody conversation?
Notis extracts contact name, company, email, phone, and any custom fields from Espocrm, then passes them to Cody for you to query against company knowledge.
Can I limit conversations to high-priority contacts?
Absolutely. Adjust your prompt: 'Only create conversations for contacts marked as priority or deals over $X value.'
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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