Skip to content

Starter

Close

Post a message in Discord when an opportunity changes status in Close

When an opportunity changes status in Close, post a message in Discord.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
0
Accounts
2
Starts
An opportunity changes status in Close, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

An opportunity changes status
An opportunity moves to another status (won, lost, or one of yours), within seconds.
Post a message
Post to the channel the webhook belongs to.
  1. Starts whenAn opportunity changes status
  2. App stepPost a message

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Close

    In the client’s Close: Settings → Developer → API Keys → Create API Key.

  • In the client’s Discord server: Server Settings → Integrations → Webhooks → New Webhook → pick the channel → Copy Webhook URL.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Close, for “An opportunity changes status”
  2. Connect the client’s Discord, for “Post a message”

Related templates

Thrum is cooking.

Get early access and you’ll be among the first in. Early members get a launch perk.

Get early accessSee pricing