Send urgent deal questions to Cody
Ask the right knowledge assistant when a deal decision cannot wait.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Tool to send a message to Cody AI and receive an AI-generated response. Use when you need to send a user message to a conversation and get the AI's reply.
Why this helps
Important questions arrive in different systems and require manual copying into research tools.
- Shorten decision loops
- Keep answers tied to source context
- Reduce copy and paste work
Setup
Build it in a few focused steps.
- 1Connect Cody in Notis once.
- 2Create an automation named Urgent deal question.
- 3Tell Notis to send the webhook payload as a precise question to Cody and return the answer with cited context when available.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test by sending one real deal question.
Questions about this workflow
What can call the webhook?
Any system that can send an HTTP request with the needed deal context.
Can the answer be returned to the calling system?
The automation can report the Cody response through the configured Notis channel.
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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