Full list

Supported Triggers & Actions

Everything you can automate between ClosedLoop AI and Cody.ai.

When this happensTriggers

A trigger is an event that starts a workflow.

New Product Insight Generated

New Product Insight Generated

Runs when new product insight is generated

New Bot

New Bot

Triggered when a new bot is created.

New Message

New Message

Triggered when a new message is created.

New Folder

New Folder

Triggered when a new folder is created.

New Conversation

New Conversation

Triggered when a new conversation is created.

New Documents

New Documents

Triggered when a new document is created.

Request a new Trigger for ClosedLoop AI

Do thisActions

Action is the task that follows automatically within your ClosedLoop AI integrations.

Send Feedback

Send Feedback

Send customer feedback to extract product insights.

Create Document

Create Document

Uploads text content to a new document in your knowledge base.

Create Document from Webpage

Create Document from Webpage

The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.

Delete Document

Delete Document

Delete a Document

Create Folder

Create Folder

creating a new folder

Create Conversation

Create Conversation

Create a Conversation

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations ClosedLoop AI
ClosedLoop AI + Cody.ai
ClosedLoop AI logo

About ClosedLoop AI

ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.

Learn more
Integrations Cody.ai
Cody.ai + ClosedLoop AI
Cody.ai logo

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

How do I connect ClosedLoop AI and Cody.ai?

Sign up for a free viaSocket account, then authorize both your ClosedLoop AI 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ClosedLoop AI and Cody.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ClosedLoop AI to Cody.ai?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where ClosedLoop AI triggers actions in Cody.ai, and a separate workflow where Cody.ai triggers actions in ClosedLoop AI. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ClosedLoop AI and Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ClosedLoop AI 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.