Plutio + Discord Integration (2026)

Plutio runs your business, and Discord keeps your community informed when things happen.

Connect Discord to Plutio via Zapier and get server notifications when clients pay invoices, sign proposals, complete tasks, or book meetings. Notifications arrive within minutes and post to whatever channel you choose. Freelancers and small agencies already using Discord for team chat can now see business activity flow through the same platform.

The integration works through Zapier, which means you control exactly what events trigger notifications and how those messages are formatted. Send payment alerts to #finances, new client notifications to #sales, and task completions to project-specific channels. Discord handles the delivery while Plutio handles the business operations.

Note: For real-time notifications without Zapier, consider Slack or Microsoft Teams which have native integrations. Last updated January 2026.

Plutio

Discord

Server notifications

Via Zapier

10 min setup

What is Discord

Discord is a communication platform built around servers and channels. Originally designed for gaming communities, Discord is now used by remote teams, agencies, and freelancer communities for voice chat, text messaging, and collaboration. Discord offers a free tier with unlimited messaging and voice calls, plus Nitro plans ($2.99-$9.99/month) for larger file uploads and custom features.

TLDR (summary)

Plutio manages your projects, invoices, proposals, and client relationships. Discord serves as a notification hub where your team or community sees business activity as it happens. Together via Zapier, you keep everyone informed without switching between apps.

Key facts: connects via Zapier (no native integration), notifications arrive within 1-15 minutes depending on Zapier plan, route events to specific channels, customize message formatting, free on Zapier's free tier (100 tasks/month).

Setup takes about 10 minutes. Create a Zapier account, connect Plutio as the trigger app and Discord as the action app, map your notification preferences, and activate. Messages start flowing to your Discord server.

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. This keeps 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. This makes 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, servers - works fully with Zapier
Discord Nitro Basic: $2.99/month - 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 excels at community building 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 - update Zap configuration
Permission denied: Re-authorize Discord or check server permissions for the Zapier bot
Zapier task limit: Free tier exhausted - wait for monthly reset or upgrade plan

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Discord integration questions

Does Plutio have a native Discord integration?

No. Plutio connects to Discord through Zapier. There is no direct native integration. For native team chat integration, consider Slack or Microsoft Teams.

How quickly do notifications arrive in Discord?

Notification speed depends on your Zapier plan. Free plans check for new events every 15 minutes. Paid plans check every 2 minutes. Slack's native integration delivers in seconds.

Is the Zapier integration free?

You can use Zapier's free tier which includes 100 tasks per month. Each notification counts as one task. If you need more, Zapier Starter costs $19.99/month for 750 tasks.

Do I need Discord Nitro for this integration?

No. Discord's free tier works fully with Zapier. Nitro adds features like custom emoji and larger uploads, but does not affect integrations.

Can I send notifications to private Discord channels?

Yes. When setting up your Zap, you can select any channel the Zapier bot has access to, including private channels where the bot has been added.

Can I customize the notification message format?

Yes. In Zapier, you write the message template and insert Plutio data fields. You can use Discord markdown and even create rich embeds with extra formatting.

What Discord permissions does Zapier need?

Zapier needs permission to send messages to your selected channels. You authorize this when connecting your Discord account. Zapier cannot read your messages or access other server data.

Can I send different events to different Discord channels?

Yes. Create separate Zaps for each event type. Point payment notifications to #finances and task completions to #projects. Each Zap can target a different channel.

How many Discord servers can I connect?

You can create Zaps for multiple Discord servers. Each Zap connects to one server and channel. Create additional Zaps for additional servers.

What happens if my Zapier task limit runs out?

Notifications stop until your limit resets (monthly) or you upgrade your plan. Zapier sends email warnings as you approach your limit.

Can I filter which events send notifications?

Yes. Use Zapier's filter step to add conditions. For example, only notify on invoices over $1,000 or only tasks from specific projects.

Do notifications include links back to Plutio?

Yes, if you include them in your message template. Plutio provides URLs for invoices, proposals, and other items that you can insert into your Discord message.

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Connect Plutio to Discord via Zapier

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