Discord + Redtail CRM

Create Redtail CRM activities for new Discord message reactions

Stay on top of your customer interactions by connecting Discord and Redtail CRM with this efficient workflow. Whenever a new message reaction happens in Discord, an activity will be created in Redtail CRM. Save time and enhance your CRM accuracy by automating the process without any manual input.

When this happens...
New Reaction on Message
Triggers when a new reaction is added to a specific message with the details of the user who reacted to it.
TriggerScheduled
automatically do this!
Create Activity
Creates a new activity in your database.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
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
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

About Discord

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

Learn more Help

Related categories

Team Chat

Similar apps

Slack

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twitch

Gaming

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Discord + Redtail CRM

Create Redtail CRM activities for new Discord message reactions

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

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

SubjectRequired

Start DateRequired

End DateRequired

All DayRequired

Activity Type

Activity Category

Location

Description

Email Address

Priority

Importance

Create Opportunity

NameRequired

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

Update Contact

IDRequired

First Name

Last Name

Contact Status

Contact Category

Contact Source

Salutation

Date of Birth

Referred By