Connect Cody.ai and Personal Capital to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bot
New Message
New Folder
New Conversation
New Documents
Choose an Action
Automatically do this!
- Request a new Action for Personal Capital
Enable Integrations or automations with these events of Cody.ai and Personal Capital
Enable Integrations or automations with these events of Cody.ai and Personal Capital
Triggers
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.
Actions
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
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Frequently Asked Questions
To start, connect both your Cody.ai and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Cody.ai triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Cody.ai data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Cody.ai and Personal Capital 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 Personal Capital. 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.
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 MoreAbout Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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