Connect Clientary to Discord

Use 9 documented Clientary triggers to run 3 documented Discord actions.

9 source triggers

3 target actions

Reverse direction supported

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Why Connect Clientary & Discord?

Start with a Clientary event

Choose from 9 documented triggers, including New Client Created, New Contact Created, New Estimate Created.

Run a Discord action

Send the event into one of 3 documented actions, such as Send Message, Send Message (Advanced), Send Message With File.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Clientary

Triggers (9)

New Client Created

Emit new events when a new client was created. See the docs

polling

New Contact Created

Emit new events when a new contact was created. See the docs

polling

New Estimate Created

Emit new events when a new estimate was created. See the docs

polling

New Expense Created

Emit new events when a new expense was created. See the docs

polling

New Invoice Created

Emit new events when a new invoice was created. See the docs

polling

New Payment Created

Emit new events when a new payment was created. See the docs

polling

New Project Created

Emit new events when a new project was created. See the docs

polling

New Staff Created

Emit new events when a new staff was created. See the docs

polling

New Task Created

Emit new events when a new task was created. See the docs

polling

Actions (5)

Create Client

Creates a new client. See docs here

Create Estimate

Creates a new estimate. See docs here

Create Expense

Creates a new expense. See docs here

Create Invoice

Creates a new invoice. See docs here

Create Task

Creates a new task. See docs here

Discord

Triggers (5)

New Message (Instant)

Emit new event for each message posted to one or more channels in a Discord server

webhook

Message Deleted (Instant)

Emit new event for each message deleted

webhook

New Command Received (Instant)

Emit new event for each command posted to one or more channels in a Discord server

webhook

New Guild Member (Instant)

Emit new event for each new member added to a guild

webhook

Reaction Added (Instant)

Emit new event for each reaction added to a message

webhook

Actions (3)

Send Message

Send a simple message to a Discord channel

Send Message (Advanced)

Send a simple or structured message (using embeds) to a Discord channel

Send Message With File

Post a message with an attached file

Integration Features

9 documented Clientary triggers

3 documented Discord actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Discord to Clientary direction

Capability Examples

Clientary trigger → Discord action

Catalog example

Clientary

New Client Created

Discord

Send Message

Discord trigger → Clientary action

Reverse direction

Discord

New Message (Instant)

Clientary

Create Client

How It Works

Connect Apps

Authenticate your Clientary and Discord accounts

Choose a Trigger

Select a documented Clientary event

Choose an Action

Select the documented Discord operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 9 documented Clientary triggers.

Automated Actions

Run one of 3 documented Discord actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Discord to Clientary for bidirectional automation

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All Clientary Integrations

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All Discord Integrations

Explore all available Discord connections

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More Discord Integrations

View all Discord integrations →

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Connect Clientary to Discord

Why Connect Clientary & Discord?

Start with a Clientary event

Run a Discord action

Map and review the workflow

Available Triggers & Actions

Clientary

Triggers (9)

Actions (5)

Discord

Triggers (5)

Actions (3)

Integration Features

Capability Examples

Clientary trigger → Discord action

Discord trigger → Clientary action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Clientary to Discord direction supported?

Which Clientary triggers are available?

Which Discord actions are available?

Can I also connect Discord to Clientary?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Clientary Integrations

All Discord Integrations

Popular Integrations

More Discord Integrations

Ready to Connect Clientary & Discord?