Canopy + Discord

Update Discord channel messages when Canopy contacts' info changes

Keep your Discord team updated when contact information changes in Canopy. With this automation, whenever an individual contact's info is updated in Canopy, a channel message will be sent in Discord, ensuring your team stays informed and can easily manage contacts. Minimize manual work and improve communication by connecting Canopy and Discord with this efficient workflow.

When this happens...
TriggerScheduled
automatically do this!
Send Channel Message
Post a new message to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search

- Business Name
- Email Address
- External ID
Action
Search or write
- ChannelRequired
Trigger
Scheduled
Try It

- Channel typeRequired
- Emoji
- Limitation Notice
Trigger
Scheduled
Try It
- Forum Channel
- Ignore previously archived Posts?Required
Trigger
Scheduled
Try It
Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Scheduled
Try It
- Forum ChannelRequired
- Post nameRequired
- Initial message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- ChannelRequired
- New NameRequired
Action
Write
- Dm Bot Info
- UserRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- UsernameRequired
Action
Search

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Scheduled
Try It
- Forum ChannelRequired
Trigger
Scheduled
Try It
- Channel typeRequired
- Member
Trigger
Scheduled
Try It
- UserRequired
- RoleRequired
Action
Write
- UserRequired
- RoleRequired
Action
Write
- ChannelRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Forum ChannelRequired
- Forum PostRequired
- Message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel NameRequired
Action
Search

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

Learn more

Related categories

Accounting

About Discord

Discord is an all-in-one voice and text chat for gamers.

Learn more Help

Related categories

Team Chat

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Team Chat

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Microsoft, Team Chat

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Gaming

PRODUCTS

CAPABILITIES

By team

Canopy + Discord

Update Discord channel messages when Canopy contacts' info changes

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Business Name

Email Address

External ID

Find or Create Business Client

Business Name

Email Address

External ID

New Message Posted to Channel

New Reaction on Message

Channel typeRequired

Emoji

Limitation Notice

New Forum Post

Forum Channel

Ignore previously archived Posts?Required

Role Assigned to User

Create new Forum Post

Forum ChannelRequired

Post nameRequired

Initial message contentRequired

Ping Username, Role and everyone mentions?

Text to Speech

Bot Name

Bot Icon

Rename Channel

ChannelRequired

New NameRequired

Send Direct Message

Dm Bot Info

UserRequired

Message TextRequired

Ping Username, Role and everyone mentions?

Text to Speech

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find User

UsernameRequired

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

First Name

Last Name

Email Address

External ID

Find or Create Individual Client

First Name

Last Name

Email Address

External ID

New User Added

New Forum Message

Forum ChannelRequired

New Mention

Channel typeRequired

Member

Add Role

UserRequired

RoleRequired

Remove User Role

UserRequired

RoleRequired

Send Channel Message