Give Every New HubSpot Contact a Cody Brief
Keep a short, useful contact brief in Cody as soon as a new HubSpot contact arrives.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
New contacts can arrive while you are focused elsewhere, leaving context scattered across tools.
- Keep new contact context in Cody for later reference.
- Reduce the need to switch between HubSpot and your knowledge base.
- Make follow-up easier to resume after an interruption.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cody once in the Notis portal.
- 2Create an automation named New Contact Cody Brief.
- 3In one instruction, ask Notis to create a concise Cody document using the details available in each new contact event, and to note when key context is missing.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact creation example.
Questions about this workflow
What information will the brief include?
Notis can use details available in the HubSpot event. Ask it to include only supplied information and call out missing context.
Does this update the HubSpot contact?
No. This workflow creates a document in Cody from the contact event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cody. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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