Connect Cody.ai and Doubletick
Integrate Cody.ai with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when New Bot in getCody.ai
Send WhatsApp Media Message in Doubletick when New Bot in getCody.ai
Send WhatsApp Template Message in Doubletick when New Bot in getCody.ai
Create a new group in Doubletick when New Bot in getCody.ai
Add a member to a group in Doubletick when New Bot in getCody.ai
Popular Cody.ai + Doubletick flows
Start from a real workflow other teams are already running.
Choose a trigger
Cody.ai
When this happens...
New Bot
New Message
New Folder
New Conversation
New Documents
Choose an action
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when New Bot in getCody.ai
Use this flowSend WhatsApp Media Message in Doubletick when New Bot in getCody.ai
Use this flowSend WhatsApp Template Message in Doubletick when New Bot in getCody.ai
Use this flowCreate a new group in Doubletick when New Bot in getCody.ai
Use this flowAdd a member to a group in Doubletick when New Bot in getCody.ai
Use this flowDelete a group in Doubletick when New Bot in getCody.ai
Use this flowGet Customer Details in Doubletick when New Bot in getCody.ai
Use this flowAdd Tag to a Customer in Doubletick when New Bot in getCody.ai
Use this flowDelete a Template in Doubletick when New Bot in getCody.ai
Use this flowAssign team member to chat in Doubletick when New Bot in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Cody.ai and Doubletick.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
Do thisActions
Action is the task that follows automatically within your Cody.ai integrations.
Create Document
Uploads text content to a new document in your knowledge base.
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 a Document
Create Folder
creating a new folder
Create Conversation
Create a Conversation
Send Message
Send a Message
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.
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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
About Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cody.ai and Doubletick 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 Cody.ai and Doubletick 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 Doubletick. No coding required.
Yes. You can set up a workflow where Cody.ai triggers actions in Doubletick, and a separate workflow where Doubletick triggers actions in Cody.ai. 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 Cody.ai and Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cody.ai and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
