Connect Discourse and noCRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch New Posts
Choose an Action
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch New Posts
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
Do thisActions
Action is the task that follows automatically within your Discourse integrations.
Create Post
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create Discourse User
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.
List Client Folders
Return the list of client folders
Assign lead
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
Change Lead's Title
Change the title of the lead
Change Lead's Status
Change the status of the lead
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Frequently Asked Questions
To start, connect both your Discourse and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Discourse triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Discourse data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Discourse and noCRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Discourse and noCRM.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Discourse
Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.
Learn MoreAbout noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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