Notify Discord when a new contact matching specific conditions is created in Close

■Overview

Do you find it time-consuming to share information manually while managing tasks in Close and communicating with your team in Discord? Copying and posting details to Discord every time an important task is created takes time and increases the risk of missed updates. This workflow automatically notifies Discord whenever a new task that meets specific conditions is created in Close. By connecting Close and Discord, you can share information quickly and accurately, helping your team respond faster.

‍

■Who Should Use This Template

• Teams using Close and Discord that want to streamline information sharing for customer support
• Anyone experiencing time loss or missed updates when manually sending notifications from Close to Discord
• Managers who want to build a system for rapid information sharing and improve response times across their team

‍

■Benefits of Using This Template

• When a task is created in Close, Discord is notified automatically, reducing the time previously spent sharing information manually.
• Because notifications are sent automatically, this workflow helps prevent human errors such as missed updates and mistakes caused by manual data entry.

‍

■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. Then, configure a branch in the operation so that the workflow proceeds only when specific conditions are met.
4. Finally, set the Discord “Send a message” action in the operation and send the notification to the specified channel.

* “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.

‍

■Customizing This Workflow

• With the branching feature, you can define any conditions for sending notifications, such as “only tasks assigned to a specific person” or “only tasks whose subject contains a specific keyword.”
• For the Discord notification action, specify the channel where you want to send the message using the channel ID.

‍

■Notes

• Connect both Close and Discord to Yoom.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, operations configured in your Flowbot will result in an error. Please keep this in mind.
• Paid plans, including the Mini Plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.