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Notis

Keep significant Discord message updates in HubSpot

When an edit changes important customer or sales details, Notis can create a HubSpot record that captures the updated context.

Trigger

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

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

A correction or changed commitment in Discord can go unnoticed by the people relying on older details in the CRM.

  • Make meaningful changes easier to spot in customer history.
  • Capture updated context for later follow-up.
  • Reduce confusion caused by outdated chat details.

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 name that describes the update.
  • 3Tell Notis which message edits matter and to create a HubSpot email engagement record with the updated details and valid associations.
  • 4Pick Message Edited as the trigger and select a report channel.
  • 5Test with one real edited message and review the logged record.

Questions about this workflow

Can this update an existing HubSpot contact or deal?

This workflow uses the available create email engagement action to record an update. It does not update a contact or deal.

How does Notis know which edits are important?

Describe the changes that matter, such as a changed delivery date or customer requirement. Notis can consider the edit event's available context.

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.

TriggerScheduled

Add asset association

Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

Archive email

Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

Archive a batch of emails by ID

Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

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.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

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.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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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