Connect Apollo and Cody.ai
Integrate Apollo with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Apollo + Cody.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
Apollo
When this happens...
When a new account is created in Apollo
When a new contact is created in Apollo
When an existing contact is updated
Choose an action
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Create Account in Apollo when New Bot in getCody.ai
Use this flowCreate Contact in Apollo when New Bot in getCody.ai
Use this flowCreate Deal in Apollo when New Bot in getCody.ai
Use this flowCreate Task in Apollo when New Bot in getCody.ai
Use this flowUpdate Account in Apollo when New Bot in getCody.ai
Use this flowSearch Contacts in Apollo when New Bot in getCody.ai
Use this flowUpdate Contact in Apollo when New Bot in getCody.ai
Use this flowUpdate Deal in Apollo when New Bot in getCody.ai
Use this flowSearch People by Email in Apollo when New Bot in getCody.ai
Use this flowGet Company Details from Apollo when New Bot in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Apollo and Cody.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Create a new account
Create Contact
Add a new contact to Apollo
Create Deal
Create a new deal in Apollo
Create Task
Create and assign a task
Update Account
Update an Apollo account
Search Contacts
Search contacts by criteria
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Apollo and Cody.ai workflows.
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About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
About Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apollo and Cody.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Apollo and Cody.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cody.ai. No coding required.
Yes. You can set up a workflow where Apollo triggers actions in Cody.ai, and a separate workflow where Cody.ai triggers actions in Apollo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Apollo and Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apollo and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
