Available triggers
What Plutio events can trigger Discord notifications?
Zapier offers multiple Plutio triggers that can send messages to your Discord server. Each trigger represents a business event that might matter to your team or community.
Invoice paid
Send a message when a client pays an invoice. Include client name, amount, and payment method. Celebrate wins with your team or track revenue in real-time.
Proposal signed
Alert your team when a client accepts a proposal. Share client name, project title, and total value. New work is confirmed and visible to everyone who needs to know.
New contact created
Notify when new leads enter your pipeline. See contact name and source. Useful for sales teams tracking lead flow.
Task completed
Post updates when tasks are marked complete. Share task name, project, and who finished it. Keep project channels updated without manual status reports.
Project created
Announce new projects as they start. Share project name, client, and start date. Keeps team aware of incoming work.
Time entry logged
Track billable hours as they are recorded. See duration, project, and description. Useful for agencies monitoring utilization.
How do I send notifications to specific Discord channels?
In Zapier, you select which Discord channel receives each notification when setting up your automation.
Discord's Zapier action lets you choose any text channel in your server. Create multiple Zaps to route different event types to different channels. Payment notifications can go to #finances while task completions go to #project-updates.
For project-specific routing, create separate Zaps with filters. Route task completions for Project Alpha to #alpha-updates while Project Beta notifications go to #beta-updates. Zapier's filter step checks the project name before sending.
Recommended setup: create one Zap per notification type, each pointing to the appropriate channel. Separate Zaps keep your automations organized and easy to modify later.
Setting up channel routing
- Step 1: In Zapier, create a new Zap with Plutio as the trigger
- Step 2: Select your trigger event (invoice paid, task completed, etc.)
- Step 3: Add Discord as the action and select "Send Channel Message"
- Step 4: Choose the specific channel from your server
- Step 5: Customize the message format using Plutio data fields
Can I customize how Discord messages look?
Yes. Zapier lets you format Discord messages using markdown and embed data from Plutio dynamically.
When configuring the Discord action in Zapier, you write the message template. Insert Plutio data fields like client name, amount, project title, and task name. Add markdown formatting for bold text, links, and line breaks.
Discord supports embeds for richer formatting. Using Zapier's embed options, you can create messages with colored sidebars, thumbnails, and multiple fields. Discord embeds make notifications stand out more than plain text.
Simple approach: use plain text with key information like "Invoice #1234 paid: $5,000 from Acme Corp". Richer approach: use Discord embeds with structured fields for amount, client, date, and a link to view in Plutio.
Formatting examples
- Plain text: Invoice #Invoice Number paid: $Amount from Client Name
- With markdown: Payment received! Client Name paid $Amount for invoice #Invoice Number
- With link: New proposal signed! [View in Plutio](Proposal URL)
How do I connect Discord to Plutio via Zapier?
Create a Zapier account, connect both apps, and build your first automation. The whole process takes about 10 minutes.
You need server administrator permissions on Discord or the "Manage Webhooks" permission to connect Zapier. For Plutio, you need access to the workspace settings. Zapier connects to both using OAuth, so no API keys to copy.
After connecting, test your Zap before turning it on. Zapier can send a test message to verify everything works. Check that the message appears in the right channel with the expected formatting.
Free Zapier accounts get 100 tasks per month. Each notification counts as one task. If you expect more than 100 notifications monthly, consider Zapier Starter ($19.99/month for 750 tasks).
Step by step
- Step 1: Go to zapier.com and sign in or create an account
- Step 2: Click "Create Zap" and search for Plutio as the trigger app
- Step 3: Select your trigger event and connect your Plutio account
- Step 4: Search for Discord as the action app and select "Send Channel Message"
- Step 5: Connect your Discord account and select the destination channel
- Step 6: Format your message, test, and turn on your Zap
What does this integration cost?
The integration itself is free. Costs depend on your Zapier and Discord plans.
Plutio includes Zapier connectivity on all plans at no extra charge. Discord's free tier works fully with Zapier notifications. Zapier's free tier allows 100 tasks per month with 15-minute update intervals.
For more notifications or faster updates, Zapier Starter ($19.99/month) gives you 750 tasks with 2-minute updates. Discord Nitro ($2.99-$9.99/month) is optional and only affects Discord features like file uploads and emoji, not integrations.
Cost breakdown (as of January 2026): Plutio plan (any tier) + Discord Free + Zapier Free = $0 extra for the integration. Only upgrade Zapier if you need more than 100 notifications monthly or faster than 15-minute delivery.
Plan comparison
- Zapier Free: 100 tasks/month, 15-minute polling, single-step Zaps only
- Zapier Starter: $19.99/month, 750 tasks, 2-minute polling, multi-step Zaps
- Discord Free: Unlimited messages, voice, and servers, which works fully with Zapier
- Discord Nitro Basic: $2.99/month for custom emoji everywhere, bigger uploads (not needed for integration)
Should I use Discord or Slack for Plutio notifications?
Use whichever platform your team already uses daily. If you are starting fresh, consider what else you need.
Slack has a native Plutio integration with real-time delivery (seconds, not minutes). Discord requires Zapier with 2-15 minute delays depending on your plan. If notification speed matters, Slack is faster.
Discord is built around community features with voice channels, screen sharing, and public servers. If your business involves client communities, Discord might already be part of your stack. Slack is more common in corporate and agency environments.
Quick decision: If you already use Discord for team chat, add Plutio notifications there. If you do not have either yet and want the simplest Plutio setup, choose Slack for the native integration.
Comparison
- Notification speed: Slack (seconds) vs Discord via Zapier (2-15 minutes)
- Setup complexity: Slack (2 minutes, native) vs Discord (10 minutes, Zapier)
- Voice channels: Discord (built-in, free) vs Slack (Huddles, limited on free)
- Cost: Both can be free, but Discord offers more on free tier
What if Discord notifications stop working?
Check your Zap status in Zapier first. Most issues are caused by turned-off Zaps or disconnected accounts.
Zapier shows whether each Zap is on or off, and logs recent runs with success or error status. If a Zap shows errors, the log usually explains what went wrong (permission issues, channel deleted, account disconnected).
Discord permissions can change if someone modifies server settings. Verify the Zapier bot still has permission to post in your target channel. If the channel was deleted or renamed, update your Zap configuration.
First troubleshooting step: go to Zapier → Zaps → find your Plutio-Discord Zap → check the history tab. Errors there tell you exactly what failed and when.
Common issues and fixes
- Zap turned off: Check Zapier dashboard and turn the Zap back on
- Discord disconnected: Reconnect Discord in Zapier's connected accounts
- Channel not found: Channel was deleted or renamed, so update Zap configuration
- Permission denied: Re-authorize Discord or check server permissions for the Zapier bot
- Zapier task limit: Free tier exhausted, so wait for monthly reset or upgrade plan
