Access the Contacts API with OAuth 2.0 tokens or API keys. Use the scope ‘contacts.readonly’ for viewing data and add broader scopes as needed.
Register your Discord app in your developer console and authorize it to access Contacts data using OAuth. Store credentials securely and rotate regularly.
GET /contacts/:contactId — Retrieve a single contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Get a specific task; GET /contacts/:contactId/notes — Retrieve notes for a contact; GET /contacts/:contactId/notes/:id — Get a specific note; GET /contacts/:contactId/appointments — Retrieve appointments; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts for a business; contacts.write — Permission to write; POST /contacts/ — Create a new contact; PUT /contacts/:contactId — Update a contact; DELETE /contacts/:contactId — Delete a contact; POST /contacts/:contactId/tasks — Create a task; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact.
Trigger: When a new Discord member joins a server or profile updates.
Actions: Create or update the corresponding contact in Contacts API; map username, email, and a unique Discord ID.
POST /contacts/
Required fields: external_id, full_name, discord_id, email
Trigger: New Discord message in a channel
Actions: POST /contacts/:contactId/tasks with title and details
POST /contacts/:contactId/tasks
Required fields: contactId, task_title, due_date (optional), notes
Trigger: Important Discord thread created or message flagged
POST /contacts/:contactId/notes
Required fields: contactId, note_content
Automate contact creation without touching code.
Capture and organize tasks and notes from Discord into Contacts for better follow-up.
Real-time data synchronization between apps to reduce manual entry.
A quick glossary of terms, elements, and processes used throughout this integration guide.
Application Programming Interface: a set of rules that enables software components to communicate.
A specific URL in an API that performs an action or returns data.
Industry-standard authorization protocol used to obtain access tokens securely.
A lightweight callback used to send real-time data from one app to another.
Create a new contact in Contacts API whenever a member joins a Discord server, capturing username, email, and ID.
Automatically create tasks in Contacts for follow-ups based on Discord messages.
Attach notes to Contacts based on important Discord threads.
Register your app in the Contacts API environment, enable required scopes, and generate credentials.
Obtain an access token and authorize your Discord app to access Contacts data.
Define field mappings (name, email, IDs) and test with sample data.
Coding is not required for basic setups. You can use no-code tools to connect Discord with Contacts API via triggers and actions. For more complex workflows, light scripting or a developer can extend integrations as needed. Start with templates and adapt as you grow. The key is mapping fields correctly and testing thoroughly. The no-code approach is designed to cover most common use cases efficiently.
You can sync contact details (name, email, IDs), tasks related to contacts, and notes from Discord conversations. Real-time or scheduled syncs are possible depending on your triggers. Ensure you respect user privacy and consent when syncing data between apps.
Use secure storage for API keys or OAuth tokens, rotate credentials regularly, and apply principle of least privilege. Use environment variables or a secrets manager in your integration platform. Monitor for unusual activity and enable logging to help detect credential misuse.
Yes. You can automate the creation of tasks and notes from Discord events, such as messages or threads. This reduces manual data entry and keeps your Contacts records current. Start with simple triggers and gradually add more complex flows.
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Complete Operations Catalog - 126 Actions & Triggers
