Create Agencyzoom contacts for new Discord members
Welcome new community members while keeping your relationship database organized.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Why this helps
Potential prospects join your community but never make it into your contact system.
- Capture community prospects
- Reduce duplicate entry
- Create a consistent intake process
Setup
Build it in a few focused steps.
- 1Connect Discord and Agencyzoom in Notis once.
- 2Create an automation named Discord member contact intake.
- 3Tell Notis to assess the new member profile and create an Agencyzoom contact only when it meets your qualification rules.
- 4Pick New Member Joined as the trigger, choose a report channel, and test with a controlled member event.
Questions about this workflow
Can this create contacts for every member?
Only if you instruct it to. You can require a role, profile detail, or other qualification before creating a contact.
What if the member already exists?
Ask Notis to search using available identifying information and avoid creating a duplicate when a match is found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Agencyzoom. A trigger fires from one place; an action lands in another.
Discord triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Discord and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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