Prerequisites

  1. A working Discord account and server.

  2. Active Automate.io account.

Connecting Discord with Automate.io

You need to authenticate your Discord account in Automate.io to be able to use this integration. Please follow the below steps to connect your Discord account.

1. Visit the Apps page in Automate.io and click on the blue 'Add a New App' button present at the top right.

2. Search for 'Discord' in the search box and click on the Discord app box.

3. A new window will open up asking for your Discord login credentials. Enter your email/phone number and password to proceed further. Alternatively, login with QR code using your mobile phone.

4. Select the server (to which you give Automate.io access) from the drop-down menu. Please note, you can give your bot access to only one server at a time. If you want to select a different server for another bot, you have to connect Discord to Automate.io once again and then select that particular server from the drop-down menu. You can add as many Discord instances/servers using the Apps page in Automate.io.

5. You will now see that all the boxes (Manager Server, Manage Roles, etc.) are checked. Please keep them all checked. These are the permissions you give to Automate.io. If any of these permissions are not given, it can affect your bot. Now, click ‘Authorize'.

6. Click 'Save' and you have now connected your Discord server with Automate.io. You can use your Discord app (present in Automate.io) for integration purposes.


Triggers

⚡️ New Channel Message

Description: Triggers when it sees a new message in the specified channel. You'd need to specify the channel in which the Bot will look for new messages. If you want the Bot to look for new messages in a private channel, please ensure to give access to the Automate.io Bot in your target private Discord channel.

How to give Automate.io Bot reading access in your private Discord channel?

1. Click ‘Edit Channel’ next to the private channel you want to give access to. Then, go to ‘Permissions’.

2. Click the + button and select the member, 'Automate.io - Production'.

3. Under TEXT PERMISSIONS, click the green check button next to ‘Read Messages’ and save the changes.

Unsupported items: The field 'Message text to speech' does not work as expected and always returns the value 'false'. Voice messages are not supported either.

⚡️ New Channel Invite

Description: Triggers when there is a new invite created for the specified channel. You'd need to specify the channel in which the Bot will look for new invites being created.


Actions

✅ Send Channel Message

Description: Sends a new message in the specified channel. You'd need to specify the channel in which the Bot will send a new message every time this action is performed. Please ensure to give access to the Automate.io Bot in your target Discord channel.

How to give Automate.io Bot sending access in your Discord channel?

1. Click ‘Edit Channel’ next to the private channel you want to give access to. Then, go to ‘Permissions’.

2. Click the + button and select the member, 'Automate.io - Production'.

3. Under TEXT PERMISSIONS, click the green check button next to ‘Send Messages’ and save the changes.

Unsupported items: Messages longer than 2000 characters. Voice messages are not supported either.

✅ Add Channel Invite

Description: Creates a new invite for the channel specified and returns the invite details to be sent to someone.

Unsupported items: The field 'Invite link' is not yet supported as an output of this action.

✅ Add User Role

Description: Assigns the specified role to an existing user. You would need to specify the User ID so the Bot can add assign the role to the relevant user. You can use the Search User action right before this action in case the user is dynamic.

Unsupported items: You cannot specify a role that was created before your server was authenticated to Automate.io.

✅ Delete User Role

Description: Unassigns the specified role from an existing user. You would need to specify the User ID so the Bot can add assign the role to the relevant user. You can use the Search User action right before this action in case the user is dynamic.

Unsupported items: You cannot specify a role that was created before your server was authenticated to Automate.io.

✅ Search User

Description: Searches for an existing user based on the user's name. You would need to provide the exact name of the user and ensure it's case sensitive.

Unsupported items: The fields ‘User Mute’ and ‘User Deaf’ do not work as expected and always return the value 'false'.

✅ Search Channel

Description: Searches for an existing channel based on the channel name. You would need to provide the exact name of the channel and ensure it's case sensitive.


Common issues with Discord integration

❗️ I’m unable to send messages to a channel. I am using Send Channel Message action.

There can be two possible reasons for this.

  1. Automate.io doesn’t have access to send messages to the channel specified in the Bot.

  2. The ‘Send messages’ toggle is set to “disabled” in the channel’s permissions for the role, “Automate.io - Production”. Please refer here to fix this.

❗️ I cannot see an output field called the invite link. I am using Add Channel Invite action.

We are not yet supporting an output field 'Invite link' and hence, it's not visible while setting up the Bot. Please use the 'Invite Code' output field instead.

❗️ The user is not getting mentioned in the message sent by the Bot. I am using Send Channel Message action.

Currently, we can mention a user using the “User ID” only, username and rank are not supported for the @mention feature. Please refer here for more information on how mentions work via Discord API.

❗️ Can I send embedded messages in the message body?

No, we are not yet supporting embedded messages.

❗️ Error: Failed to load data for Channel from Discord. Automate.io was removed from the Discord server, please re-authenticate to continue.

This error occurs if the Bot, “Automate.io - Production” was removed from your Discord server. Please reconnect Automate.io to the server.

❗️ The user is not getting assigned the role as expected. I am using Add User Role action.

It might be because you would have provided the user's name or their email in the field 'User ID'. Please use the Search User action right before this action in order to get the User ID and map the same.

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