Add deal collaborators to a Discord group DM
Bring the right person into the deal conversation immediately.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Add recipient to group channel
Adds a user to a discord group direct message (dm) channel.
Why this helps
Important collaborators are left out of fast-moving deal discussions.
- Faster collaboration
- Fewer missed handoffs
- Direct deal context
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Discordbot in Notis.
- 2Create an automation named Deal Collaborator DM.
- 3Tell Notis which collaborator to add and which Discord group DM to use.
- 4Pick the new deal trigger and a Discord report channel.
- 5Test with one deal and verify the recipient was added.
Questions about this workflow
Does this create the group DM?
No. It adds a recipient to an existing Discord group direct message channel.
What if the collaborator is already included?
Ask Notis to report the existing membership and avoid unnecessary changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Discordbot. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
Adds a user to a discord group direct message (dm) channel.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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).
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.
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.
Connect any two apps with Notis in the middle.
Pipedrive and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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