Connect Cody.ai and Hub Planner to Build Intelligent Automations

Choose a Trigger

Cody.ai

When this happens...

Choose an Action

Hub Planner

Automatically do this!

Enable Integrations or automations with these events of Cody.ai and Hub Planner

Enable Integrations or automations with these events of Cody.ai and Hub Planner

Triggers

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 Cody.ai

Actions

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

Send Message

Send Message

Send a Message

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Frequently Asked Questions

How do I start an integration between Cody.ai and Hub Planner?

To start, connect both your Cody.ai and Hub Planner accounts to viaSocket. Once connected, you can set up a workflow where an event in Cody.ai triggers actions in Hub Planner (or vice versa).

Can we customize how data from Cody.ai is recorded in Hub Planner?

Absolutely. You can customize how Cody.ai data is recorded in Hub Planner. This includes choosing which data fields go into which fields of Hub Planner, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Cody.ai and Hub Planner?

The data sync between Cody.ai and Hub Planner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Cody.ai to Hub Planner?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Cody.ai and Hub Planner?

Yes, you can set conditional logic to control the flow of data between Cody.ai and Hub Planner. 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.ai

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.

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Hub Planner

About Hub Planner

Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.

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