Connect Recras and Cody.ai
Integrate Recras with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Document in Getcody when New Booking Created in Recras
Create Document from Webpage in Getcody when New Booking Created in Recras
Delete Document in Getcody when New Booking Created in Recras
Create Folder in Getcody when New Booking Created in Recras
Create Conversation in Getcody when New Booking Created in Recras
Popular Recras + Cody.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
Recras
When this happens...
New Booking Created
New Contact
Invoice Sent
New Start Moment
New Attachment
New Company
Update Payment Method
Booking Updated
New BookProcess
Update BookProcess
New Contact Form
Update Contact Form
New Customer
Update Customer
New Discount Code
Update Discount Code
New Qualification
Update Qualification
New Location
Update Location
New Material
Update Material
New PdfTemplate
Update PdfTemplate
New ProductGroup
Update ProductGroup
New Standard Attachment
Update Standard Attachment
New Start Moment Group
Update Start Moment Group
New Status reminder
New Voucher
New VoucherTemplate
Update VoucherTemplate
Choose an action
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Create Document in Getcody when New Booking Created in Recras
Use this flowCreate Document from Webpage in Getcody when New Booking Created in Recras
Use this flowDelete Document in Getcody when New Booking Created in Recras
Use this flowCreate Folder in Getcody when New Booking Created in Recras
Use this flowCreate Conversation in Getcody when New Booking Created in Recras
Use this flowSend Message in Getcody when New Booking Created in Recras
Use this flowUpdate Conversation in Cody.ai when New Booking Created in Recras
Use this flowDelete Conversation in Getcody when New Booking Created in Recras
Use this flowUpdate Folder in getCody.ai when New Booking Created in Recras
Use this flowUpload File in Getcody when New Booking Created in Recras
Use this flowSupported Triggers & Actions
Everything you can automate between Recras and Cody.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Recras integrations.
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
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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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
Sign up for a free viaSocket account, then authorize both your Recras 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.
Yes. viaSocket uses instant triggers where available, so data moves between Recras and Cody.ai 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 Cody.ai. No coding required.
Yes. You can set up a workflow where Recras triggers actions in Cody.ai, and a separate workflow where Cody.ai triggers actions in Recras. 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 Recras and Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recras 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.
