Add Discord invite details to new deals
Turn an invite code in your deal process into useful community context.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
Invite links sit in deal notes while the related server and channel details remain unclear.
- Explains which guild an invite belongs to
- Makes invite based handoffs easier to scan
- Keeps Pipedrive and Discord context in one report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Discord in Notis once.
- 2Create an automation for invite context on new deals.
- 3Tell Notis to retrieve details for the Discord invite code supplied with the deal and summarize the guild or channel information.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose the run report destination, then test using a deal with one real invite code.
Questions about this workflow
Where does the invite code come from?
It must be present in the Pipedrive event or supplied in your automation prompt.
Can it resolve an expired invite?
Notis reports the returned Discord result, including when the invite cannot be retrieved.
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
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