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Close CRM Discord
Get notified in Discord when a new contact is created in Close
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Close CRM Discord

Get notified in Discord when a new contact is created in Close

Launch this workflow to connect Close CRM & Discord !
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■Overview

If you use Close as your CRM and Discord to share information with your team, manual notifications can be time-consuming. In addition to the effort required to enter and copy and paste information, there is also a risk of delayed responses when notifications are missed. This workflow automatically sends a notification to Discord whenever a new task is created in Close. By connecting Close and Discord, you can automate these routine tasks and share information quickly.

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■Who This Template Is For

  • Teams that use Discord to share customer information managed in Close
  • Team leaders who are dealing with missed updates or delayed responses caused by manual notifications
  • Teams that want to connect Close and Discord to streamline information sharing across their sales process

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■Benefits of This Template

  • Automatically notify Discord whenever a task is created in Close, reducing the time spent on manual communication so you can focus on core tasks.
  • Prevent human errors such as missed notifications and delayed information sharing, respond to customers faster, and reduce the risk of missed opportunities.

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■Flowbot Steps

  1. First, connect Close and Discord to Yoom.
  2. Next, select Close as the trigger and set the action to “When a new task is created.”
  3. Finally, set Discord’s “Send a message” action as the operation and create the notification message using the Close task information.

* “Trigger”: An action that initiates the flow. “Operation”: An action that processes information within the flow after the trigger is activated.

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■Customization Options

  • In Discord’s “Send a message” action, set the ID of the channel where you want to send notifications. This allows you to send notifications to channels for specific teams or projects.

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■Notes

  • Connect both Close and Discord to Yoom.
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Close CRM
Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.
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About the apps you use
Close CRM
Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.
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No-Code API Actions
Executable API actions
All
Close CRM
Discord
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
    When a Message Is Sent in a Channel
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
    Send Message
    Send File
    Create Channel
    Close Channel
    Create Direct Message Channel
    Search Users in a Server
    Change Channel Name
    Remove User from Server
    Create Invite URL for Channel
    Create Thread in Forum Channel
    Create Thread from Message
    Send Message in Thread
    Download Files in a Message
    Assign a Specific Role to a User
    Overwrite a User's Roles
    Remove a Role from a User
    Get Role Information
    Get Server Channels
    Get Server Threads
    Get Text Channel Messages
    Get a Specific Message
    Get Messages in a Thread
Flowbot triggers
    New Lead
    Updated Lead
    New Contact
    Updated Contact
    New Opportunity
    Updated Opportunity
    New Task
    Completed Task
    Updated Task
    Updated Opportunity Status
    Updated Lead Status
    New Call Activity
    New Email Activity
Flowbot operations
    Get Lead
    Create Lead
    Delete Lead
    Create Contact
    Get Contact
    Delete Contact
    Create Opportunity
    Update Lead
    Update Contact
    Update Opportunity
    Get Opportunity
    Create Call Activity
    Create Email Activity
    Create Task
    Update Task
    Get Task
    Delete Task
    Search Lead
    Search Contacts
Flowbot triggers
    When a Message Is Sent in a Channel
Flowbot operations
    Send Message
    Send File
    Create Channel
    Close Channel
    Create Direct Message Channel
    Search Users in a Server
    Change Channel Name
    Remove User from Server
    Create Invite URL for Channel
    Create Thread in Forum Channel
    Create Thread from Message
    Send Message in Thread
    Download Files in a Message
    Assign a Specific Role to a User
    Overwrite a User's Roles
    Remove a Role from a User
    Get Role Information
    Get Server Channels
    Get Server Threads
    Get Text Channel Messages
    Get a Specific Message
    Get Messages in a Thread
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