Full list

Supported Triggers & Actions

Everything you can automate between ProductPlan and Cody.ai.

When this happensTriggers

A trigger is an event that starts a workflow.

New Bar Appears on Roadmap

New Bar Appears on Roadmap

Runs when New Bar Appears on Roadmap

Roadmap Is Updated

Roadmap Is Updated

Runs when roadmap is updated

Roadmap Bar Is Updated

Roadmap Bar Is Updated

Runs when roadmap bar is updated

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.

Do thisActions

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

Create New Bar

Create New Bar

Add a new bar to your roadmap.

Get Roadmap Bars

Get Roadmap Bars

Get all bars for a roadmap.

Update Bar

Update Bar

Update a roadmap bar by ID.

Create Document

Create Document

Uploads text content to a new document in your knowledge base.

Create Document from Webpage

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 Document

Delete a Document

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 Cody.ai
Cody.ai + ProductPlan
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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 ProductPlan and Cody.ai?

Sign up for a free viaSocket account, then authorize both your ProductPlan 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 ProductPlan 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 ProductPlan 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 ProductPlan triggers actions in Cody.ai, and a separate workflow where Cody.ai triggers actions in ProductPlan. 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 ProductPlan 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 ProductPlan 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.