Update a Cody conversation with new customer context
Keep an active research thread current as customer conversations continue.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Update Conversation
Tool to update a conversation by its ID including name, bot_id, and document_ids. Use when you need to modify an existing conversation's properties.
Why this helps
Research threads become stale after new customer details arrive in the CRM.
- Keep research current
- Preserve conversation continuity
- Reduce repeated briefing
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cody in Notis once.
- 2Create an automation named Customer context refresh.
- 3Tell Notis to find the relevant Cody conversation and update its context or document focus using the new Pipedrive note.
- 4Pick the Pipedrive New Note Received trigger and choose where run reports should go.
- 5Test with one real note linked to an existing conversation.
Questions about this workflow
How does it find the conversation?
Use identifiers or matching context supplied in the Pipedrive note and your instruction.
What if no conversation matches?
Ask Notis to report the gap or create a new conversation instead.
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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