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Prepare a Discord invite when a contact is created

Give your team a ready channel invitation to share as part of its lead or community onboarding routine.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Create channel invite

Creates a new invite for the specified discord channel, provided the bot has 'create instant invite' permission for that channel.

Why this helps

Preparing an invitation manually adds another follow-up task between capturing a lead and welcoming them.

  • Prepare an invite as soon as a contact is created.
  • Give the team a consistent next step for community onboarding.
  • Keep the invite creation task connected to the HubSpot event.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Discordbot once in the Notis portal.
  • 2Create an automation in Notis and give it a clear name.
  • 3Tell Notis to create an invite for the specified Discord channel when a contact is created.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
  • 5Test with one real contact and verify the invite details.

Questions about this workflow

Does this send the invite to the contact?

No. The Discord action creates an invite; your team can share it through its chosen follow-up process.

What Discord access is needed?

The bot needs permission to create instant invites for the specified channel.

Can it make a unique invite for each contact?

Describe your desired invite behavior in the prompt. Verify that the available action inputs support the settings you need.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Discordbot. A trigger fires from one place; an action lands in another.

Hubspot triggers

Discordbot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add recipient to group channel

Adds a user to a discord group direct message (dm) channel.

ActionInstant

Webhook trigger

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

TriggerInstant

Update guild member information

Adds a user (who is not already a member) to a guild using their `access token` (which must have `guilds.join` scope), optionally setting nickname, roles, mute/deaf status, or flags.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Assign role to guild member

Assigns a role to a guild member, provided the bot has 'manage roles' permission in the guild and the role to be assigned is hierarchically lower than the bot's highest role.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Add reaction to message

Adds an emoji reaction from the authenticated user/bot to a specific message in a discord channel; does not return information about existing reactions.

ActionInstant

Add or update thread member

Adds a user to a specific, unarchived thread; the user must have access to the thread's parent channel, and for private threads, the bot must already be a member.

ActionInstant

Modify guild ban settings

Permanently bans a user from a discord guild, optionally deleting their recent messages (specify deletion period in seconds or days, not both).

ActionInstant

Bulk ban users in guild with message deletion option

Bans up to 200 users from a discord guild, optionally deleting their recent messages; the bot must have 'ban members' permission in the guild, and this action is irreversible.

ActionInstant

Bulk delete messages in channel

Atomically bulk deletes messages in a discord channel for moderation or maintenance; deletion may not be instantaneous and messages are unrecoverable.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Discordbot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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