Discord Module Detailed Documentation
Introduction to Discord Integration in Dash SaaS
The Discord integration in Dash SaaS allows seamless communication and collaboration directly from your platform. By connecting your Dash SaaS account with Discord, you can streamline workflows, receive real-time notifications, and manage tasks more efficiently within your Discord server.
This integration empowers your team to stay updated on activities like deal updates, invoice statuses, client interactions, and more, without switching between platforms. Whether you’re coordinating with your team or staying informed about business updates, the Discord integration ensures you’re always connected and productive
In this documentation, you’ll find step-by-step instructions to set up and use the Discord integration, along with tips to maximize its benefits for your business.
Workflow of Discord Add-on
Installation
So, the following is the process of the installation of the Discord Add-on with the help of which you can easily access this Add-on.
Step 1: Super Admin Access
First, the super admin must add the Discord Add-on by going through a few procedures.
- Scroll to “Add-on Manager” after logging in to the super admin side.
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- To include the Add-On, click the “+” (Module Setup) button.
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- You will see a box where you must attach the ZIP file for the “Discord Add-on.”
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- You must enable the module once the setup procedure is finished for the remaining customers to purchase it.
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Step 2: Company login Access:
- So, the admin has to first purchase the Add-on by navigating to the“Subscription Plan” page and then you have to click the “Usage Plan” and find the Discord Add-on and purchase it.
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- After you purchase the Add-on go to the settings page and click on the system settings button.
Step 3: How to use the Discord Add-on.
- Once you purchase the Add-on, navigate to the settings module, click on system settings, and find Discord.
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- On that page, you have to enter the Discord Webhook URL, with the help of which you can send messages via Discord.
- To generate the Webhook URL, you can follow this link: https://www.svix.com/resources/guides/how-to-make-webhook-discord/ Policy
- After you do this, you get a chance to choose the notifications settings. Here is the way you can enable or disable the notifications of the various modules.
1. Accounting Module
- New Customer
- New Bill
- New Vendor
- New Revenue
- New Payment
You can customize the notifications, like if you want to send a message regarding new customers then you have to enable that button, the same thing goes for all the points mentioned above.
2. Appointment Module
- New Appointment
- Appointment Status
Similarly, if you want to send notifications regarding new appointments, or appointment status then you can enable or disable one of the buttons, if you enable that button, then the notification will be sent of all the new appointments.
3. CMMS Module
- Work Order Request
- New Supplier
- New POs
- Work Order Assigned
- New Part
- New Component
- New Location
- New PMs
You can customize the notifications, like if you want to send a message regarding a work order request then you have to enable that button, the same thing goes for all the points mentioned above.
4. Contract Module
- New Contract
If you want to send notifications regarding a new contract, then you can enable the new contract button from the settings page.
5. Fleet Module
- New Vehicle
- New Booking
- New Insurance
- New Maintenance
- New Booking Payment
- New Fuel
You can customize the notifications, like if you want to send a message regarding new vehicles then you have to enable that button, the same thing goes for all the points mentioned above.
6. General Module
- New Invoice
- Invoice Status Updated
- New Proposal
- Proposal Status Updated
- Create User
- Bank Transfer Payment Status Updated
If you want to send notifications regarding a new invoice, or invoice status update, then you can enable any button from the settings page.
7. HRM Module
- New Award
- New Announcement
- New Holidays
- New Monthly Payslip
- New Event
- New Company Policy
- Leave Approve/Reject
- New Trip
The notifications can be customized; for example, if you want to send a message about new awards, you must enable that button. The same is true for all the points made above.
8. CRM Module
- New Lead
- Lead to Deal Conversion
- New Deal
- Lead Moved
- Deal Moved
From the settings page, you can activate any button regarding which you want to send notifications on Discord.
9. LMS Module
- New Course
- New Course Order
- New Custom Page
- New Blog
- New Rating
You can customize the notifications like if you want to send a message regarding the new course or new course order then you have to enable that button, the same thing goes for all the points mentioned above.
10. POS Module
- New Purchase
- New Warehouse
To send a message about a new purchase, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.
11. Recruitment Module
- New Job
- New Job Application
- Interview Schedule
- Convert To Employee
From the settings page, you can activate any button regarding which you want to send notifications on Discord.
12. Retainer Module
- Retainer Create
- New Retainer Payment
To send a message about a new retainer created, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.
13. Rotas Module
- New Rotas
- Rotas Time Change
- New Availability
- Cancel Rotas
- Days Off
- RotaLeave Approve/Reject
If you want to send notifications regarding a new rotas, rotas time change, or any other options then you can enable any button from the settings page.
14. Sales Module
- New Quote
- New Sales Order
- New Sales Invoice
- New Sales Invoice Payment
- Meeting Assigned
To send a message about a new retainer created, you must enable that button. The same is true for all the other aspects described above. You can customize the notifications.
15. Support Ticket Module
- New Ticket
- New Ticket Reply
If you want to send notifications regarding a new rotas, rotas time change, or any other options then you can enable any button from the settings page.
16. Project Module
- New Project
- New Milestone
- New Task
- Task Stage Updated
- New Task Comment
- New Bug
17. Training Module
- New Trainer
18. vCard Module
- New Appointment
- New Contact
- New Business
- Business Status Updated
19. Zoom Meeting
- New Zoom Meeting
20. Double Entry
- New Journal Entry
21. Commission
- New Commision Plan
- New Commission Receipt
22. Holidayz
- New Booking Coupon
- New Room Facility
- New Hotel Customer
- New Hotel Service
- New Room Booking
- New Room
- Change Hotel Theme
23. Workflow
- New Workflow
24. Portfolio
- New Portfolio
- Update Portfolio Status
25. Spreadsheet
- New Spreadsheet
26. SalesAgent
- New Program
- Sales Agent Request Sent
- Sales Agent Request Accept
- Sales Agent Request Reject
- New Sales Agent
- New Sales Agent Order
- Update Order Status
27. Fix Equipment
- New Accessories
- New Asset
- New Audit
- New Component
- New Consumables
- New License
- New Location
- New Maintenance
28. WordPress WooCommerce
- New Product
29. Visitor Management
- New Visitor
- New Visit Reason
30. Agriculture Management
- New Agriculture Fleet
- New Agriculture Process
- New Agriculture Cycle
- New Agriculture Office
- New Agriculture Season
- New Agriculture Crop
- Assign Activity Cultivation
- New Agriculture Activity
- New Agriculture Service
- New Agriculture Cultivation
31. Feedback
- New Template
- New Feedback Rating
32. Tour & Travel Management
- New Season
- New Person Detail
- New Tour Booking
- New Tour Booking Payment
- New Tour
- New Tour Detail
- New Tour
- New Newspaper
33. School Institute Management
- New Teacher
- New Admissions
- New Parents
- New Students
- New Homework
- New Subject
- New Time Table
34. Waste Management
- New Collection Request
- Update Waste Inspection Status
- Collection Converted Trip
35. Laundry Management
- New Laundry Request
- Request Convert to Invoice
36. Cleaning Management
- New Cleaning Team
- New Cleaning Booking
- New Cleaning Invoice
37. Property Management
- New Property
- New Property Units
- New Tenant
- New Property Invoice
38. Vehicle Inspection Management
- New Inspection Vehicle
- New Vehicle Inspection Request
- New Inspection List
39. Childcare Management
- New Parent
- New Child
- New Inquiry
40. Consignment Management
- New Consignment
- New Consignment Product
- New Purchase Order
- New Sale Order
41. Time Tracker
- New Tracker
42. Machine Repair Management
- New Machine
- New Repair Request
43. Hospital Management
- New Doctor
- New Patient
- New Hospital Appointment
- New Hospital Medicine
44. Form Builder
- New Form
- New Form Field
- Convert To Model
45. Timesheet
- New Timesheet
46. Assets
- New Asset
- New Asset Defective
- New Asset Distribution
- New Asset Extra
47. Performance
- New Appraisal
- New Goal Tracking
- New Indicator
48. Notes
- New Note
49. Financial Goal
- New Financial Goal
50. Internal Knowledge
- New Article
- New Book
51. Innovation Center
- New Creativity
- New Challenge
- New Category
52. To Do
- New To Do
- Complete To Do
52.Documents
- New Document
- Update Status Document
So, these are some of the modules, for which you can customize the notifications. There are modules, like Sales, Support Ticket, Project, Training, vCard, Zoom Meeting for which you must follow the same process.
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