Integrate Cody.ai with RotaCloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Cody.ai
When this happens...
New Bot
New Message
New Folder
New Conversation
New Documents
RotaCloud
Automatically do this!
Update User
Delete a User
Create Shift
Create Role
Create Location
Create Leave
Assign User to Role
Delete Location
Delete Role
Assign User to Location
Find Location by ID
Find Location by Name
Find Role by ID
Find Role by Name
Find User by it's ID and Name
Update User in RotaCloud when New Bot in getCody.ai
Use this flowDelete a User in Rotacloud when New Bot in getCody.ai
Use this flowCreate Shift in Rotacloud when New Bot in getCody.ai
Use this flowCreate Role in Rotacloud when New Bot in getCody.ai
Use this flowCreate Location in Rotacloud when New Bot in getCody.ai
Use this flowCreate Leave in Rotacloud when New Bot in getCody.ai
Use this flowAssign User to Role in RotaCloud when New Bot in getCody.ai
Use this flowDelete Location in Rotacloud when New Bot in getCody.ai
Use this flowDelete Role in Rotacloud when New Bot in getCody.ai
Use this flowAssign User to Location in Rotacloud when New Bot in getCody.ai
Use this flowEverything you can automate between Cody.ai and RotaCloud.
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

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreAutomate and streamline your staff scheduling and time management with RotaCloud integration.
Learn moreSign up for a free viaSocket account, then authorize both your Cody.ai and RotaCloud 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 RotaCloud 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 RotaCloud. No coding required.
Yes. You can set up a workflow where Cody.ai triggers actions in RotaCloud, and a separate workflow where RotaCloud 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 RotaCloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cody.ai and RotaCloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.