Full list

Supported Triggers & Actions

Everything you can automate between NextLead and Cody.ai.

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Added to List

Contact Added to List

Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.

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 NextLead

Do thisActions

Action is the task that follows automatically within your NextLead integrations.

Create Contact

Create Contact

Creates a new lead.

Create a sale

Create a sale

Create a new sale with the details you provide.

Create lead structure

Create lead structure

Create a new lead structure in NextLead using the data you provide.

Delete Contact

Delete Contact

Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.

Delete a sales deal

Delete a sales deal

Remove a sales deal from your NextLead account.

Delete Structure

Delete Structure

Deletes a structure (company record) from NextLead by Name or SIRET ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations NextLead
NextLead + Cody.ai
NextLead logo

About NextLead

NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.

Learn more
Integrations Cody.ai
Cody.ai + NextLead
Cody.ai logo

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 more

Frequently Asked Questions

How do I connect NextLead and Cody.ai?

Sign up for a free viaSocket account, then authorize both your NextLead and Cody.ai 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between NextLead and Cody.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from NextLead to Cody.ai?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cody.ai. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where NextLead triggers actions in Cody.ai, and a separate workflow where Cody.ai triggers actions in NextLead. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between NextLead and Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire NextLead and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.