Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
Who is this template for? This workflow template is designed for Sales and Customer Success professionals seeking alerts when potential high-value users, prospects, or existing customers register for a Discourse community. Leveraging Clearbit, it retrieves enriched data for the new member to assess their value. Example result in Slack How it works Each time a new member is created in Discourse, the workflow runs (powered by Discourse's native Webhooks feature). After filtering out popular private email accounts, we run the member's email through Clearbit to fetch available information on the member as well as their organization. If the enriched data meets certain criteria, we send a Slack message to a channel. This message has a few quick actions: Open LinkedIn profile and Email member Setup instructions Overview is below. Watch this 🎥 quick set up video for detailed instructions on how to get the template running, as well as how to customize it. Complete the Set up credentials step when you first open the workflow. You'll need a Discourse (admin user), Clearbit, and Slack account. Set up the Webhook in Discourse, linking the On new Discourse user Trigger with your Discourse community. Set the correct channel to send to in the Post message in channel step After testing your workflow, swap the Test URL to Production URL in Discourse and activate your workflow Template was created in AlekSystem v1.29.1
Best fit
Categories
Services
Use cases
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