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Post a message in Discord when a deal moves to a stage in Pipedrive

When a deal moves to a stage in Pipedrive, 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
1
Accounts
2
Starts
A deal moves to a stage in Pipedrive, 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.

A deal moves to a stage
A deal enters the stage you choose, within seconds.
Post a message
Post to the channel the webhook belongs to.
  1. Starts whenA deal moves to a stage
  2. App stepPost a message

What each client fills in

Pipedrive: Stage ID
In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link.

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.

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

  • 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 Pipedrive, for “A deal moves to a stage”
  2. Connect the client’s Discord, for “Post a message”
  3. Fill in Pipedrive: Stage ID (In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link)

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