
When this happens...
New Bot
New Message
New Folder
New Conversation
New Documents

Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update an Account
Add a Contact to Account
Update Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new bot is created.
Triggered when a new message is created.
Triggered when a new folder is created.
Triggered when a new conversation is created.
Triggered when a new document is created.
Triggers when an existing contact details are updated.
Action is the task that follows automatically within your Cody.ai integrations.
Uploads text content to a new document in your knowledge base.
The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.
Delete a Document
creating a new folder
Create a Conversation
Send a Message

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To start, connect both your Cody.ai and ActiveCampaign accounts to viaSocket. Once connected, you can set up a workflow where an event in Cody.ai triggers actions in ActiveCampaign (or vice versa).
Absolutely. You can customize how Cody.ai data is recorded in ActiveCampaign. This includes choosing which data fields go into which fields of ActiveCampaign, setting up custom formats, and filtering out unwanted information.
The data sync between Cody.ai and ActiveCampaign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cody.ai and ActiveCampaign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn More