Give every important handoff a place to land
Create a focused Discord thread around the context, open questions, and next step in a handoff.
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
Cross-team handoffs get lost when ownership and context are scattered across tools.
- Give a handoff a dedicated place for discussion.
- Keep key context close to questions and next steps.
- Help the receiving team see what needs an owner.
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 handoffs deserve a thread and how to summarize the context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff example and confirm the thread starts in the intended channel.
Questions about this workflow
Can the workflow assign a person to the handoff?
It can identify a suggested owner from provided data and include that in the thread name or context. This action creates a thread and does not assign CRM ownership.
What permissions does Discordbot need?
The bot needs permission to create threads in the selected text or announcement channel.
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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