Bring the right people together around key deals
Give a complex opportunity a focused discussion for context, questions, and coordinated action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new thread in channel
Creates a thread in a channel.
Why this helps
High-value deals often need help from several people, but coordination can become fragmented.
- Create a dedicated conversation for selected opportunities.
- Keep deal context close to collaboration and questions.
- Help the team coordinate support without losing the main channel.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Discordbot once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one, then name it.
- 3Describe in one instruction which opportunities merit a discussion thread and how to title it.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity example and confirm the bot can create a thread in the chosen channel.
Questions about this workflow
Can Notis decide which deals need a deal room?
Describe the criteria in your instruction and include the relevant opportunity details in the webhook input.
Does the new thread include all deal information?
Ask Notis to use the supplied details appropriately. Only information included in the input can be used.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Discordbot. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Agile CRM and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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