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Hi there,
Would love your expertise with Zapier to fix my issue. 🙏


Basically Discord is my main way to communicate with my customers.
I see Zapier has “Send Direct Message” as action.
Ideally I’d love that Zapier does this action when (trigger) the CRM has a specific task (follow-up on a Discord contact).

I’m open to changing CRM to do this, as it’d be a huge timer saver.
(Currently using HubSpot)

Is it possible?

Thank you.

Hi @gw2rewards 

These are the available Discord Zap triggers:

 

Hi @Tessalone 

My question is if the trigger can be from a CRM task (follow-up reminder for example).

Idea is that: CRM reminds me to follow-up on this Discord contact (Trigger)
Zapier then automatically message that contact on Discord (Action)

Is that possible?
If so, with what Trigger exactly (with HubSpot for example or from a different CRM if not possible with HubSpot)

@gw2rewards 

You can search Zap apps here: https://zapier.com/apps

Each Zap app has a profile page that lists the available triggers/actions.

Discord: https://zapier.com/apps/discord/integrations#triggers-and-actions

HubSpot: https://zapier.com/apps/hubspot/integrations#triggers-and-actions

You are correct, and maybe I should detail a bit more my issue.

I cannot find the appropriate trigger for HubSpot.
That’s why, more generally, I was asking if there was one when I have a new task from my CRM.
(When my CRM reminds me to follow-up on this Discord contact)

@gw2rewards 

Maybe try this Zap trigger: HubSpot - New Engagement

 

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