Check a Discord invite when a HubSpot deal moves stages
Get invite details into the deal-stage run report so you can review the right Discord destination during onboarding.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Invite
Tool to retrieve information about a specific invite code. use when you need to get details about a guild or channel associated with an invite.
Why this helps
A closed deal can kick off onboarding while the right community invite is buried in a separate tool.
- See the server or channel associated with a supplied invite code in the run report.
- Reduce manual context switching during customer onboarding.
- Use the report to follow up if invite details are missing or unexpected.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Discord once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome in one instruction, including the Discord invite code to check.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update and review the Discord invite details in the report.
Questions about this workflow
Does this workflow send the invite to the customer?
No. The available Discord action retrieves invite details only. The run report helps you review the invite and follow up yourself.
Where does the invite code come from?
Include the invite code in the automation instruction. The HubSpot deal stage event does not provide a Discord invite code.
What can the report show?
It can report the invite details returned by Discord, including associated guild or channel information when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Discord. A trigger fires from one place; an action lands in another.
Hubspot triggers
Discord actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Invite
Tool to retrieve information about a specific invite code. use when you need to get details about a guild or channel associated with an invite.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get my guild member
Retrieves the guild member object for the currently authenticated user within a specified guild, provided they are a member of that guild.
Contact Created Trigger
Contact Created Trigger
Get my OAuth2 authorization
Retrieves current oauth2 authorization details for the application, including app info, scopes, token expiration, and user data (contingent on scopes like 'identify').
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get my user
Fetches comprehensive profile information for the currently authenticated discord user, including email if the 'email' scope is granted.
Retrieve user connections
Retrieves a list of the authenticated user's connected third-party accounts on discord.
List my guilds
Lists the current user's guilds, returning partial data for each; primarily used for displaying server lists or verifying memberships.
Connect any two apps with Notis in the middle.
Hubspot and Discord, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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