Keep customer context current in Cody
Make profile changes useful across your company.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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
Customer context goes stale while teams work from different systems.
- Keep customer knowledge current
- Give teams shared context
- Reduce repeated research
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Cody in Notis once.
- 2Create the automation and describe the customer record format.
- 3Select Mailchimp Profile Update Trigger.
- 4Pick a run report channel.
- 5Test with one real profile update.
Questions about this workflow
Can updates be summarized instead of copied?
Yes. Instruct Notis to create a concise summary with only decision-relevant changes.
Can this include a source timestamp?
Ask the automation to include the Mailchimp event time when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Cody. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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