Review available Discord servers when a HubSpot contact is created
Keep a quick server availability check alongside new contact follow-up, without searching Discord separately.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List my guilds
Lists the current user's guilds, returning partial data for each; primarily used for displaying server lists or verifying memberships.
Why this helps
When new contacts need community onboarding, it can be easy to lose track of which Discord servers are available to your account.
- Get the authenticated user's guild list in the run report after a contact is created.
- Use the report as a prompt to review community onboarding availability.
- Keep a lightweight onboarding check close to the new-contact event.
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, asking Notis to list Discord guilds for onboarding review.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact creation and review the guild list in the report.
Questions about this workflow
Does this look up servers belonging to the new contact?
No. Discord returns guilds for the currently authenticated Discord user. The workflow does not identify or verify the contact's Discord membership.
Does the workflow add the contact to a server?
No. The available action lists guilds only. Use the report as a reference for a manual next step.
What does Discord return?
Discord returns partial data for the authenticated user's guilds, primarily for displaying servers or verifying memberships.
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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