Automate Cody.ai with viaSocket
Connect Cody.ai to your CRM, helpdesk, and internal apps so your AI assistant can answer, summarize, and update records automatically—no coding required.
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Triggers and Actions in Cody.ai Automations
viaSocket makes it simple to connect Cody.ai and automate repetitive tasks.
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
How to get started with Cody.ai automations
Automate when something happens in Cody.ai
Login -> Create new flow -> Select trigger -> Search Cody.ai -> Choose the trigger from the list
Take action in Cody.ai when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Cody.ai -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Cody.ai is an AI assistant you can train on your own business knowledge, documents, and processes. viaSocket connects Cody.ai to your other tools so it can read data from them, generate answers or summaries, and send results back automatically.
You can automate tasks like drafting support replies, summarizing calls and chats, updating CRM records, qualifying leads, and creating internal documentation. viaSocket moves data between Cody.ai and your apps so these tasks happen with little manual work.
No. viaSocket is built for non-technical teams. You connect apps with a few clicks, choose triggers like “new ticket” or “new lead,” and define what Cody.ai should do with that data using simple, guided steps.
viaSocket orchestrates when and how Cody.ai is used in your workflows. For example, when a form is submitted, viaSocket sends the details to Cody.ai, receives the AI-generated summary or answer, and then posts it to your CRM, helpdesk, or chat tool automatically.
Yes. viaSocket only uses the data you connect for your own workflows. You control which apps, fields, and documents are shared with Cody.ai, and you can limit access by team, workflow, or data source according to your internal policies.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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