Discord

Discord is a chat app for communities and teams, organized in servers and channels. Connecting Discord to Resool adds the Resool.io bot to your server, which posts a message in the channel you choose when a conversation starts, is assigned or closed, or when a deal is created or won. You can also post messages to Discord from workflows, so your team hears about important events where they already talk.

#What you can do with Discord

Notifications in a Discord channel

Choose one channel and turn on the events that post a message:

In Workflows

• The Send Discord message step posts a message from the Resool.io bot in a channel you pick, with variables like {{contact.name}} filled in.

#Before you begin

• You need a Discord server where you're allowed to add bots (the Manage Server permission in Discord).
• In Resool, only workspace Owners and Admins can connect apps.
• The Resool.io bot must be able to see a channel and send messages in it. Channels the bot can't see aren't listed.

#How to connect Discord to Resool

1. Go to Settings › Apps.
2. Open the Communication tab and click Connect on the Discord card.

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Settings › Apps, Communication tab

The Discord card with its logo, "Communication" category, description and Connect button, next to the Slack card.

File: screenshots/discord-apps-card.png

1. The Connect Discord dialog lists what Resool will be able to do after you approve: add the Resool.io bot to the server you choose, see the server's channels, and send messages in the channels you pick. Click Continue.

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Settings › Apps › Discord › Connect

The "Connect Discord" dialog with the description "Add the Resool.io bot to your Discord server…", the three permissions, and the Cancel and Continue buttons.

File: screenshots/discord-connect-dialog.png

1. In the Discord window, choose the server to add the bot to and click Authorize.
2. You're returned to Resool and see Discord connected. The card shows the connected server and the Manage and Disconnect buttons.

#How to set up Discord notifications

1. Click Manage on the Discord card. The Discord notifications sheet opens, showing the Discord server it's connected to.

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Settings › Apps › Discord › Manage

The "Discord notifications" sheet with the Discord server section (Connected), the Channel section showing "#sales" with a Change button, the "Send a message when" switches with "A new deal is created" and "A deal is won" on, and Send test message at the bottom.

File: screenshots/discord-notifications-sheet.png

1. Under Channel, click Choose (or Change). In the Notification channel dialog, pick a channel and click Save changes.
2. Under Send a message when, turn on the events you want.
3. Click Save changes in the bar at the bottom, or Discard to undo.
4. Click Send test message. You see Test message sent to #channel when it works.

#How to use Discord in Workflows

1. Open a workflow and add a step. In the Apps group, choose Send Discord message.
2. Pick a Channel from the connected Discord server.
3. Write the Message, inserting variables such as {{contact.name}} where needed.
4. Save and publish the workflow.

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Workflows › open a workflow › add step › Apps › Send Discord message

The step panel for "Send Discord message" with a channel selected and a message like "New order question from {{contact.name}}".

File: screenshots/discord-workflow-step.png

If Discord isn't connected, the step shows Connect Discord with a link to Settings › Apps.

#How to disconnect Discord

1. Go to Settings › Apps and click Disconnect on the Discord card.
2. Confirm in the Disconnect Discord? dialog.

Notifications and Send Discord message steps stop. You can connect again at any time. To remove the bot from your server completely, kick it in Discord.

#FAQ and troubleshooting

#The test failed: "The Resool.io bot can't send messages in that channel". What do I do?

What you can do:

• In Discord, open the channel's permissions and allow the Resool.io bot's role to View Channel and Send Messages.
• Pick another channel the bot can post in.

#The error says the channel isn't in the connected Discord server.

The channel was deleted or the bot lost access to it. Choose a channel again in Manage, or click Refresh channels.

#Can I reply to customers from Discord?

No. Discord receives notifications with a link to the conversation. Replies are sent from the Resool inbox.

#Can I post to more than one channel?

Notifications go to one channel. Use Send Discord message steps in workflows to post specific events in other channels.

#What's next?

• Slack
• Workflow steps
• Notifications
• Getting started with apps