Audit Discord authorization during deal intake
Catch authorization gaps before a deal needs Discord work.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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').
Why this helps
A deal can stall when the connected Discord authorization has the wrong scopes or is near expiry.
- Highlights scope and expiry information
- Supports faster troubleshooting
- Adds a repeatable authorization check to intake
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Discord in Notis once.
- 2Create an automation named for Discord authorization auditing.
- 3Tell Notis to retrieve the current Discord OAuth2 authorization details and summarize scopes and expiry with the new deal.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose where reports go, then test with one real deal.
Questions about this workflow
Does this refresh the token?
No. It only retrieves the current authorization details.
Can I limit the report to missing scopes?
Yes, describe the scope check you want Notis to apply to the returned authorization data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Discord. A trigger fires from one place; an action lands in another.
Pipedrive 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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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').
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get my user
Fetches comprehensive profile information for the currently authenticated discord user, including email if the 'email' scope is granted.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Discord, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Discord.