Starter
Post a message in Discord when a deal is won in Pipedrive
When a deal is won in Pipedrive, post a message in Discord.
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
- A deal is won 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 is won
- A deal is marked won, within seconds.
- Post a message
- Post to the channel the webhook belongs to.
- Starts whenA deal is won
- 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.
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:
- Connect the client’s Pipedrive, for “A deal is won”
- Connect the client’s Discord, for “Post a message”
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