Keep customer community onboarding visible in HubSpot
When a customer community member joins your Discord server, Notis can create a HubSpot activity record to make the onboarding event easier to find.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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 community arrivals can be separated from account history, leaving the team without a clear record of when onboarding began.
- Keep a record of community onboarding in the CRM.
- Make new member arrivals easier for account teams to review.
- Avoid manually documenting every relevant join event.
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 community onboarding.
- 3Tell Notis which new member joins should be recorded as HubSpot email engagement records, with available details and valid associations.
- 4Pick New Member Joined as the trigger and select a report channel.
- 5Test with one real join event and verify the record details.
Questions about this workflow
Does a HubSpot email engagement send a message?
No. The action creates an email object for record-keeping and does not send an email.
Can this associate the record with an existing contact?
Only if a valid existing contact can be identified from the available details. Ask Notis not to invent an association when it cannot identify one.
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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