Connect Zoho Connect and Cody.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
New Announcement
New Status
Choose an Action
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
Ready to use Zoho Connect and Cody.ai automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Announcement
Triggers when a new Announcement is added.
New Status
Triggers when a new status is added.
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.
Do thisActions
Action is the task that follows automatically within your Zoho Connect integrations.
Add Member to Group
Adds user to a group (invite and add, if the user is not a member of the network).
Create Private Task
Adds a private task.
Create Task in Board
Adds a new task in a specific board.
Create Status
Adds a new status in a specific group.
Invite User to Network
Sends an invite to the user to join your network.
Create Event
Adds a new event in a specific group.
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Frequently Asked Questions
To start, connect both your Zoho Connect and Cody.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Connect triggers actions in Cody.ai (or vice versa).
Absolutely. You can customize how Zoho Connect 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 Zoho Connect 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 Zoho Connect 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 Zoho Connect
From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.
Learn MoreAbout 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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