Keep opportunity context close in Cody
Make changes to active opportunities easier to scan before a review, customer call, or handoff.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Pipeline context can be scattered across opportunity records and team conversations, making review prep take longer.
- Create readable snapshots from opportunity event details
- Prepare for pipeline reviews with less searching
- Make handoffs easier with dated context
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Cody once in the Notis portal.
- 2Create an automation through Automations, New Automation, and name it for opportunity updates.
- 3Give Notis one instruction to turn available opportunity details into a dated Cody brief for review.
- 4Select New or Updated Opportunity as the trigger and choose a report destination.
- 5Test with one real opportunity change.
Questions about this workflow
Does this know the prior opportunity value?
The trigger provides event data, but a prior-value baseline is not guaranteed. Supply a history source in your instruction if comparisons are needed.
Will this edit an existing Cody brief?
No. The selected action creates a new document for the event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Cody. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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