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

Automatically do this!
Create Invoice
Create Customer
Create Address
Find Company
Create Group
Delete Group
Create Branch
Search Invoice
Download Invoice
Export Ledger
Search Ledger
Get An Account Balance
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.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Cody.ai and Giddh accounts to viaSocket. Once connected, you can set up a workflow where an event in Cody.ai triggers actions in Giddh (or vice versa).
Absolutely. You can customize how Cody.ai data is recorded in Giddh. This includes choosing which data fields go into which fields of Giddh, setting up custom formats, and filtering out unwanted information.
The data sync between Cody.ai and Giddh 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 Giddh. 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 MoreGiddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
Learn More