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Keep Discord profile context available for ActiveMerge work

Get a scheduled snapshot of the connected Discord account's profile details without interrupting a document workflow.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get my user

Retrieves profile information for the currently authenticated user.

Why this helps

When a handoff depends on the connected Discord account, looking up basic profile details repeatedly wastes focus.

  • Fetch comprehensive profile information for the authenticated Discord user.
  • Include email only when the Discord connection has the required scope.
  • Create a recurring report with account context relevant to ActiveMerge handoffs.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Discord once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to retrieve the authenticated Discord user's profile information and summarize it for ActiveMerge workflow context.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example before relying on the recurring report.

Questions about this workflow

Will the profile lookup always include email?

Email is returned only if the Discord connection has the email scope.

Does the schedule trigger when ActiveMerge creates a document?

No. ActiveMerge has no listed trigger events here, so this workflow starts on the recurring schedule you choose.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Discord. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Discord actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Invite

Retrieves information about an invite code.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Consume Entitlement (Deprecated)

ActionInstant

Get my guild member

Retrieves your membership details, roles, and permissions in a server.

ActionInstant

Delete Test Entitlement (Deprecated)

Deletes a test entitlement; this legacy action requires a bot token, not an OAuth2 user connection.

ActionInstant

Get my OAuth2 authorization

Retrieves the application’s current OAuth2 authorization details.

ActionInstant

Delete User Application Role Connection

Deletes the current user’s application role connection and its linked platform metadata.

ActionInstant

Get my user

Retrieves profile information for the currently authenticated user.

ActionInstant

Edit Application Command Permissions

Edits application command permissions in a guild; requires an OAuth2 user with guild and role management rights.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Discord, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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