Connect Orderry and Cody.ai to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when New Task.
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 Orderry integrations.
Create Task
Create a Task
Create Comment on Task
Create Comment on Task
Create Order Comment
Add a comment to a specific order.
Create Comment for Invoice
Use this method to add comments to the invoice's Event Feed.
Create Client
Update Contact
Update existed contact.
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Frequently Asked Questions
To start, connect both your Orderry and Cody.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderry triggers actions in Cody.ai (or vice versa).
Absolutely. You can customize how Orderry data is recorded in Cody.ai. This includes choosing which data fields go into which fields of Cody.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Orderry and Cody.ai 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 Orderry and Cody.ai. 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.
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