Notify Discord when an account matching specific conditions is created in Apollo

■Overview

When using Apollo for sales activities, do you manually share account information in Discord whenever an account meeting specific criteria is created? These manual integration tasks are time-consuming and can also lead to critical oversights. With this workflow, whenever an account is created in Apollo, Discord automatically sends a notification based on your configured criteria. This streamlines information sharing between Apollo and Discord, enabling a faster response.

‍

■Who is this template for?

• Sales representatives who want to share account information managed in Apollo in real time on Discord
• Managers who want to connect Apollo and Discord and quickly notify their team when leads meeting specific criteria are generated
• Those who find it challenging to manually transfer information from Apollo or ensure that all relevant stakeholders are notified

‍

■Benefits of using this template

• Save time on manual checks and communication by automatically notifying Discord based on specified criteria after an account is created in Apollo
• Prevent human errors such as overlooking important account creations or failing to share information with relevant stakeholders, enabling faster action

‍

■Workflow steps

1. First, connect Apollo and Discord to Yoom
2. Next, select Apollo as the trigger and set the action to “When an account is created”
3. Then, select the branching feature in Operations and configure it to split the process based on specific criteria, such as the number of employees or industry
4. Finally, set the “Send a message” action for Discord in Operations to send a notification to the specified channel only when the conditions are met

*“Trigger”: An action that starts a workflow. “Operation”: An action that processes data within a workflow after the trigger runs

‍

■Customization options

• In the branching step, set the conditions for sending notifications based on the account information retrieved from Apollo
• When configuring the action to send a message to Discord, specify the destination channel using the desired channel ID

‍

■Notes

• Connect both Apollo and Discord to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow will result in an error.
• Paid plans, including the Mini plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.