17.08.2024
532

HelpCrunch and Discord Integration: Automatic Data Transfer

Yuliia Zablotska
Author at ApiX-Drive
Reading time: ~11 min

Automation is a progressive method of optimizing business processes. Thanks to it, a company can significantly improve its efficiency and reduce the costs of routine tasks. In the area of customer service, it simplifies the processing of requests, ensures quick responses, and provides automatic answers to frequently asked questions. As a result, the level of customer satisfaction increases. In the area of internal communication and team coordination, automation optimizes the organization of work processes and task management. This allows for a more rational distribution of resources, improved communication, and increased overall team productivity.

Content:
1. HelpCrunch and Discord for Workflow
2. Integration of Services is the Key to the Most Efficient Automation
3. How to Set Up HelpCrunch and Discord Integration
4. Set Up the Data Source – HelpCrunch
5. Set Up the Data Receiver – Discord
6. Set Up Auto-update
7. Conclusion
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HelpCrunch and Discord for Workflow

HelpCrunch is a powerful service for working with clients. With its help, you can set up automatic responses to frequently asked questions, create scenarios for distributing user requests, and use chatbots to collect information from clients. Discord is a great platform for coordinating employees. Automation of this process is implemented with the help of bots that can assign roles to participants, manage access to channels, set up notifications, and coordinate various aspects of internal workflows. This simplifies communication between colleagues and increases the efficiency of the team.

Separately, HelpCrunch and Discord do a pretty good job of their tasks. By using them in your work, you automate at least several business processes. This is a good result. Do you want to get even more from them and maximize automation? You can achieve this by linking both services and setting up data transfer from one to the other. In this article, we will tell you how to easily, quickly, and reliably set up HelpCrunch and Discord integration using the ApiX-Drive online connector.

Integration of Services is the Key to the Most Efficient Automation

Discord and HelpCrunch integration helps significantly improve the speed and accuracy of business processes in the areas of customer support and team collaboration. When these platforms work together, each new message from a customer that comes into HelpCrunch can automatically create a notification or task in the corresponding Discord channel. For example, if a customer has submitted a request for technical support, a notification about the new contact can immediately appear in the channel that the support specialists monitor. This allows the team to respond to requests instantly, speeding up the process of resolving issues.

HelpCrunch and Discord integration | User's contact in HelpCrunch


For teams working remotely or in a hybrid format, HelpCrunch + Discord integration provides a convenient way to instantly share information and coordinate activities. For example, some employees may not work with the HelpCrunch service, but receive the data they need (contacts, messages) in a convenient format in the Discord channel.

HelpCrunch and Discord integration | Result of the data transfer to Discord


How to Set Up HelpCrunch and Discord Integration

To set up Discord + HelpCrunch integration, you don’t have to urgently master programming or delve into the intricacies of API requests. You won’t need outside help either. Our online connector ApiX-Drive will do the hard work for you. Its functionality allows you to quickly and easily connect systems. Thanks to a simple and intuitive interface, the entire process will take no more than 10 minutes. Detailed text and video instructions from ApiX-Drive employees will help you easily connect accounts and set up the integration.

The first step is to register on the official website, ApiX-Drive.com. After that, you can proceed directly to HelpCrunch & Discord integration. We offer step-by-step instructions with an example of one of three possible options – transferring new contacts from a customer service to a communication platform.

Set Up the Data Source – HelpCrunch

To set up the HelpCrunch integration with Discord, first create a new connection. To achieve this, click on the green button.

HelpCrunch and Discord integration | Сreate a new connection


Select the data source system. You need HelpCrunch. Click “Continue”.

HelpCrunch and Discord integration | Select HelpCrunch


Choose the action “Get CONTACTS (new)”. Click “Continue”.

HelpCrunch and Discord integration | Choose the action “Get CONTACTS (new)”


Connect your HelpCrunch account to ApiX-Drive. For this, click on the blue button.

HelpCrunch and Discord integration | Connect your HelpCrunch account to ApiX-Drive


In this window, you need to specify the API key. 

HelpCrunch and Discord integration | Window for specifying the API key


To get the API key, go to settings on your HelpCrunch personal account.

HelpCrunch and Discord integration | Go to settings on your HelpCrunch account


Go to the developers section. Click “Public API” item.

HelpCrunch and Discord integration | Click “Public API item”


Copy the API key.

HelpCrunch and Discord integration | Copy the API key


Paste the API key into the appropriate field in ApiX-Drive. When the required field is filled in, click “Continue”.

HelpCrunch and Discord integration | Paste the API key into the appropriate field in ApiX-Drive


When the connected login is displayed in the list of active accounts, select it and click “Continue”.

HelpCrunch and Discord integration | Select the connected login


There are no additional settings for the HelpCrunch system, so just click “Continue”.

HelpCrunch and Discord integration | Click “Continue”


Here, you can set up a data filter. In this case, there is no need for this, so also click “Continue”.

HelpCrunch and Discord integration | Also click “Continue”


Now, you see an example of data for one of your HelpCrunch contacts. If everything suits you, click “Continue”.

HelpCrunch and Discord integration | An example of data for one of your HelpCrunch contacts


The HelpCrunch data source setup is successfully completed.

Connect applications without developers in 5 minutes!

Set Up the Data Receiver – Discord

Now, you can proceed to set up the data receiver. For this, click on the green button.

HelpCrunch and Discord integration | Click on the green button


Select the data receiver system. You need Discord. Click “Continue”.

HelpCrunch and Discord integration | Select Discord


Choose the action “Send MESSAGE”. Click “Continue”.

HelpCrunch and Discord integration | Choose the action “Send MESSAGE”


Сonnect your Discord account to ApiX-Drive. For this, click on the blue button.

HelpCrunch and Discord integration | Сonnect your Discord account to ApiX-Drive


Specify the login and password of your Discord personal account. Click “Log in”.

HelpCrunch and Discord integration | Specify the login and password


Grant ApiX-Drive access to work with your Discord account. For this, select the server and click “Continue”.

HelpCrunch and Discord integration | Grant ApiX-Drive access to work with your Discord account


Check that all checkboxes are enabled. After that, click “Authorize”.

HelpCrunch and Discord integration | Check that all checkboxes are enabled


When the connected login appears in the list of active accounts, select it and click “Continue”.

HelpCrunch and Discord integration | Select the connected login


Now, you see the Discord fields for sending messages. First, select the channel.

HelpCrunch and Discord integration | Select the channel


In the Message field, you can assign variables from HelpCrunch. To achieve this, click in the field and select the variable from the drop-down list.

HelpCrunch and Discord integration | Click in the field and select the variable from the drop-down list


You can use not only variables but also enter values ​​manually. Use “Enter” to go to the next line.

HelpCrunch and Discord integration | You can enter values ​​manually


When all the necessary fields are filled in, click “Continue”.

HelpCrunch and Discord integration | Click “Continue”


Here, you see an example of the data that will be sent to Discord as messages to the selected channel, with each new contact from HelpCrunch. If you are not satisfied with something, click “Edit” and you will go back a step. To check if your settings are correct, click "Send test data to Discord".

HelpCrunch and Discord integration | Click "Send test data to Discord"


After successful sending, go to Discord and check the result.

HelpCrunch and Discord integration | Go to Discord and check the result


Return to ApiX-Drive and continue setting up.

HelpCrunch and Discord integration | Return to ApiX-Drive and continue setting up


This successfully completes the setting of Discord as a data receiver. 

Set Up Auto-update

In order for data transfer to occur automatically, configure auto-update. Click “Enable update”.

HelpCrunch and Discord integration | Click “Enable update”


Click on the gear button.

HelpCrunch and Discord integration | Click on the gear button


Select the interval for the operation of the connection. For example, once every 5 minutes. Moreover, here you can change the name of the connection and assign it to the required group. Click “Continue”.

HelpCrunch and Discord integration | Select the interval for the operation of the connection


That's all. Discord & HelpCrunch integration was completed. You did it. Congratulations!

Conclusion

After successfully setting up the integration of HelpCrunch and Discord according to our instructions and activating the auto-update mode, you have received a reliably working connection between these systems. Moreover, you have probably already been able to evaluate its result – automatic data transfer without errors and delays.

HelpCrunch and Discord integration will save you from tedious manual work. Now you don’t have to transfer data yourself – this process will be fully automated. Our online connector ApiX-Drive will be responsible for the routine. At this time, you can focus on improving the quality of interaction with clients, learning new business strategies, and other important areas that will help your company reach a new level.

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