21.09.2022
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How to Connect Discord as Data Destination

How to Connect Discord as Data Destination

The integration will allow you to send messages to Discord, in response to some action in other systems. For example, if a new line appeared in Google Sheets, an order in CRM moved to another stage of the funnel, or when a new order appeared on your site. This will allow you to efficiently automate your workflows and save you a lot of time.

Let's go through the entire Discord setup steps together!

Navigation:
1. What will integration with Discord do? 
2. How to connect Discord account to ApiX-Drive?
3. How do I setup data transfer to Discord in the selected action?
4. An example of the data that will be sent to your Discord.
5. Auto-update and update interval.


To do this, click "Start Configuring Data Destination".

How to Connect Discord as Data Destination | Setup Data Destination system

Select the system as Data Destination. In this case, you need to specify Discord.

How to Connect Discord as Data Destination | System selection

Next, you need to specify the action "Send MESSAGE" - the data from the Data Source will be sent as messages to the selected Discord channel.

How to Connect Discord as Data Destination | Action selection

The next step is to select the Discord account to send messages to.

If there are no accounts connected to the system, click "Connect account".

How to Connect Discord as Data Destination | Account connection

To connect a Discord account, follow the sequence:

1. Enter your Discord username and password.

2. Select your Server Discord from the dropdown

3. Leave all permissions checked and click "Authorise" to give ApiX-Drive permission to work with your Discord.

4. After authorization, select the connected Discord account and click "Continue".

How to Connect Discord as Data Destination | Account connection
How to Connect Discord as Data Destination | Account connection
How to Connect Discord as Data Destination | Account connection
How to Connect Discord as Data Destination | Account connection

Now, you need to select a channel and create a message from the data that will be sent to Discord.

Expand the drop-down list and select the required indicators.

If necessary, write any constant variables in a line or build a message for convenience in a column.
Please note that you can specify the Name of the bot from which messages will be sent, as well as specify a direct link to the picture that will be used as the bot's avatar.

When the message is generated, click "Continue".

If you need to send messages to multiple channels, then create another association and select a different channel.

How to Connect Discord as Data Destination | Channel selection
How to Connect Discord as Data Destination | Assigning fields
How to Connect Discord as Data Destination | Assigning fields

Now you can see the test data of what your message will look like.

Click "Send test data to Discord" and check the message in the selected Discord channel.

If something does not suit you - click "Edit" and go back one step.

If everything suits you - click "Continue" for further settings.

How to Connect Discord as Data Destination | Test data

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

How to Connect Discord as Data Destination | Enable auto-update

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the Scheduled Run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.

How to Connect Discord as Data Destination | Update interval
How to Connect Discord as Data Destination | Update priority

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.  

How to Connect Discord as Data Destination | Enable auto-update

This completes setup Discord as Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!