Attio
Discord
Send Discord message
Post to any text channel the bot can see. Write the message with text and record attributes, up to 2,000 characters; formatting is sent as Discord markdown.
SentFailed
AttioDiscord
The Discord integration for Attio
Conncord is a native Attio app that connects Attio to Discord. It adds Send Discord message, Assign Discord role and Remove Discord role steps to Attio workflows, and links your Discord members to Attio people.
Updated
Your Attio workflow → your Discord server
New customer onboarding
LiveTrigger
Deal stage changes
Stage is Closed won
Conncord
Assign Discord role
Customer
Conncord
Send Discord message
to #wins
wins
maya Today at 9:41
anyone tried the new onboarding flow yet?
ConncordAppToday at 9:42
🎉 New customer: Acme Inc
Welcome aboard, @jordan! Your customer channels are unlocked.
Conncord gave jordan the Customer role
Message #wins
Workflow steps
Three new steps in Attio workflows
Add them like any other step. Each one has a success path and a Failed path, so a Discord problem never stops the rest of your workflow.
Assign Discord role
Give a role to the Discord member linked to a person, usually the workflow's record. Pick from the roles below the Conncord bot's role in your server.
AssignedFailed
Remove Discord role
Take a role away from the Discord member linked to a person. Use it for churn, downgrades or the end of a trial.
RemovedFailed
Member linking
Know which Attio person every member is
Role steps need to know who's who. Conncord links each Discord member to an Attio person, three ways.
Welcome message
New members get a welcome message with a Register button. They confirm their email and are linked to the matching person.
Invite link
One link for your workspace. Everyone who joins through it is matched to an Attio person by the verified email on their Discord account.
Layover
A branded page that links someone's Discord account to their Attio person before they join your server.
Jordan Lee
- Conncord Discord ID
- 814029365517127713
- Conncord Discord username
- jordan
- Conncord Discord email
- [email protected]
Conncord adds these three attributes to people when you connect, and fills them in when a member links. Member linking is on the Pro plan and above.
Examples
What teams automate with Attio and Discord
Any Attio workflow trigger can drive Discord. A few to start with:
When someone joins your Discord server, link them to their person in Attio.
When an Attio deal moves to Won, assign the Customer role.
When an Attio deal moves to Won, post a celebration in #wins.
When a person is added to an Attio list, give them access to a private channel.
When a company's plan changes to Churned in Attio, remove the Customer role.
When a large deal is created in Attio, alert the sales channel.
When a person's status attribute changes in Attio, update their Discord role.
When an Attio record is created, send a custom Discord message.
When a recurring Attio workflow runs every Monday, post a pipeline reminder.
When a record is added to your onboarding list, send a welcome message to their channel.
When a company's renewal is coming up in Attio, alert customer success in Discord.
When an Attio deal is lost, notify the team in Discord.
Setup
Set up in three steps
About two minutes, no code.
- 1Read the guide
Connect Attio
Create a Conncord account, choose Attio and approve access to your workspace.
- 2Read the guide
Add the bot to Discord
Invite the Conncord bot to your server from the dashboard.
- 3Read the guide
Add a Conncord step
In any Attio workflow, add Send Discord message, Assign Discord role or Remove Discord role.
Compared
Conncord vs. Zapier for Attio and Discord
Zapier connects almost anything. Conncord is built for one job: running Discord from your Attio workflows.
| Topic | Conncord | Zapier |
|---|---|---|
| Where it runs | A step inside your Attio workflow | A separate Zap that listens to Attio |
| Channels and roles | Picked from your server in the step | Configured in Zapier |
| Discord member ↔ Attio person | Linked automatically when members join | Up to you to build and maintain |
| When Discord refuses | The step takes its Failed path with a reason | The Zap errors in Zapier |
| Pricing | Flat monthly plan | Billed per task |
Feature support
Everything but Ticket Sync works with Attio
Ticket Sync creates HubSpot tickets, so it's HubSpot only. Same plans and prices for both CRMs.
HubSpot| Feature | HubSpot | Attio | Plan |
|---|---|---|---|
| Send Discord messages from workflows | Starter | ||
| Assign and remove Discord roles from workflows | Starter | ||
| Link Discord members to CRM records | Pro | ||
| Welcome messages with registration | Pro | ||
| Layover page | Pro | ||
| Ticket Sync (Discord forums to tickets) | Scale |
“It handles both new signups as well as having a way to send a link to existing customers to have them easily register. Very easy to use and the developer is very responsive to ideas.”
FAQ
Attio integration FAQ
Connect Discord to your CRM today
Link members, automate roles and send messages from HubSpot or Attio workflows. Live in minutes.
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5.0· 4 reviews on HubSpot