Find the right Cody bot for each deal
Start research with the assistant that matches the opportunity.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Bots
Tool to get all bots with optional keyword filtering. Use when you need to retrieve the list of available bots in a Cody account.
Why this helps
Teams waste time deciding which knowledge bot should handle a new opportunity.
- Choose relevant expertise faster
- Reduce manual triage
- Improve research consistency
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cody in Notis once.
- 2Create an automation named Deal bot routing.
- 3Tell Notis to list Cody bots and recommend the best match for the new deal, explaining the reasoning.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal.
Questions about this workflow
Does this start a conversation too?
No. It finds and recommends a Cody bot; add a second automation if you want a conversation.
What if no bot is a good fit?
Ask Notis to report that no suitable bot was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cody. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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