Keep customer decisions from Discord in HubSpot
Ask Notis to recognize Discord messages with important customer decisions or commitments and preserve them as HubSpot activity records.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Customer commitments and decisions often stay in chat where account owners may not see them later.
- Keep decisions close to the CRM customer history.
- Make commitments easier for account owners to revisit.
- Cut the manual work of documenting important conversations.
Setup
Build it in a few focused steps.
- 1Connect Discord and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a customer conversation name.
- 3Tell Notis which customer decisions or commitments to log as HubSpot email engagement records, using valid associations only.
- 4Pick New Discord Message as the trigger and select a report channel.
- 5Test with one real customer message and verify the resulting record.
Questions about this workflow
Does the workflow send an email to the customer?
No. The create email action makes a HubSpot engagement record for record-keeping and does not send an email.
How do I avoid logging ordinary chat?
Describe which messages are worth preserving, such as a decision or explicit follow-up commitment. Notis can use message context to apply that instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Hubspot. A trigger fires from one place; an action lands in another.
Discord triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Discord and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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