Match new Discord members to existing Attio contacts
Know the relationship before you start the introduction.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Why this helps
A new community member may already be a lead, customer, or partner in your CRM.
- Prevent duplicate records
- Reveal existing history
- Route better introductions
Setup
Build it in a few focused steps.
- 1Connect Discord and Attio once in Notis.
- 2Create an automation that searches Attio using the member identity and reports the best match with useful context.
- 3Pick New Member Joined.
- 4Choose where run reports should go.
- 5Test with one real member.
Questions about this workflow
Can it report when no match exists?
Yes. Ask Notis to clearly separate matched members from people who need a new record.
What identity clues can it use?
Use the profile name, username, email, or other details provided by the connected Discord event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Attio. A trigger fires from one place; an action lands in another.
Discord triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Discord and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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