Discord + Zoho CRM

Create Zoho CRM module entries from new Discord users

When you add a new user on Discord, this workflow instantly creates a corresponding entry in Zoho CRM. This efficient process ensures your customer database remains up-to-date, aiding you in managing user data effectively. The workflow consolidates all Discord add-ons in one place within Zoho CRM, saving you time and reducing manual efforts.

When this happens...
New User Added
Triggers when a new user joins the Discord Server.
TriggerPolling
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- ChannelRequired
Trigger
Polling
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- Channel typeRequired
- Emoji
- Limitation Notice
Trigger
Polling
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- Forum Channel
- Ignore previously archived Posts?Required
Trigger
Polling
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Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
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- 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

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- UsernameRequired
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
Try It
- Forum ChannelRequired
Trigger
Polling
Try It
- Channel typeRequired
- Member
Trigger
Polling
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
- File Attachments
- Filename for Attachments
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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write