Capture prospect details added in Discord edits
When someone edits a message to add the identifying details of a prospect, Notis can use the updated context to create a HubSpot contact.
Trigger
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
A prospect's name or contact details may be added in a correction after the original message, then overlooked.
- Catch useful details added after a message is first posted.
- Reduce manual CRM entry after a correction.
- Keep the latest available prospect context in HubSpot.
Setup
Build it in a few focused steps.
- 1Connect Discord and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, named for edited prospect messages.
- 3Tell Notis to create a contact only when an edit adds enough information to identify a prospect, and never to guess missing details.
- 4Pick Message Edited as the trigger and choose where run reports should go.
- 5Test with one real edited message and review the resulting contact.
Questions about this workflow
Will edits to any message create a contact?
No. State that an edit must add identifying prospect information before a contact should be created.
Can it know what changed?
The workflow can use whatever edited message information is made available by the event. If the change itself is not provided, that comparison is unavailable.
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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