Cody currently provides 7 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Create Document From Text
Upload text content to create a new document within the Cody knowledge base.
Upload File to Knowledge Base
Add a file directly into a specific folder in the knowledge base.
Send Message
Send your message and receive the AI-generated response.
Create Conversation
Creates a new conversation with a bot.
Find Bot
Finds a bot based on its name.
Find Conversation
Finds a conversation based on its name and/or the bot it belongs to.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported Cody action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Document From Text
Combine Cody with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
A Coherence workflow starts
Finishes with
Create Document From Text, then preserve the outcome in Coherence
The exact authentication fields depend on Cody. The workflow structure stays straightforward:
Authorize the Cody account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Cody or provide a complementary trigger or action.
Cody currently provides 7 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Cody currently lists 0 triggers and 7 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Cody triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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