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Messaging Integrations

Connect messaging platforms to send automated messages, manage groups, and engage members across channels. These integrations work as action nodes in the Workflow Builder.

Overview​

PlatformOperationsAuth Method
DiscordSend message, manage roles, create inviteBot token or Webhook URL
Twilio SMSSend SMS, send MMSAccount SID + Auth Token
SlackSend message, invite/remove from channelBot token or Webhook URL
TelegramSend message, ban/unban, create invite linkBot token (@BotFather)
WhatsAppSend message, send templateSystem User Access Token (Meta)
ZaloSend OA message, send ZNS, tag followerOAuth2 (auto-refresh)
ViberSend messageAuth token

Discord​

Setup​

  1. Go to Discord Developer Portal
  2. Create a new application → go to Bot → create bot
  3. Enable these Privileged Intents: Server Members, Message Content
  4. Copy the Bot Token
  5. Invite the bot to your server with Manage Roles, Send Messages, Create Invite permissions

In Uni8:

  1. Go to Settings > Automations > Integrations > Discord
  2. Choose auth method:
    • Bot Token — Full access (messages, roles, invites)
    • Webhook URL — Send-only (simpler, no bot needed)
  3. Paste credentials and click Test Connection

Actions​

Send Message

  • Post a message to a specific channel
  • Supports {{ expressions }} for dynamic content (e.g., {{ user.name }})
  • Specify channel ID, message content, and optional embed

Manage Roles

  • Add or remove a Discord role from a member
  • Requires the member's Discord User ID (configured in their profile social links)
  • Use case: Auto-assign a "Member" role when someone joins, or upgrade to "VIP" role on tier change

Create Invite

  • Generate a server invite link with configurable expiration
  • Useful for onboarding workflows — send personalized invite links to new members

Webhook Mode​

For simple message-only needs:

  1. In Discord: Right-click channel → Edit Channel → Integrations → Create Webhook
  2. Copy the Webhook URL
  3. In Uni8: Use Webhook URL as the credential

Twilio SMS​

Setup​

  1. Sign up at Twilio Console
  2. Get a Twilio phone number
  3. Find your Account SID and Auth Token in the dashboard

In Uni8:

  1. Go to Settings > Automations > Integrations > Twilio SMS
  2. Enter Account SID and Auth Token
  3. Enter your Twilio phone number (sender)
  4. Click Test Connection

Actions​

Send SMS

  • Send a text message to a phone number
  • The recipient's phone number comes from their profile or workflow expression
  • Supports {{ expressions }} for dynamic content
  • Example: Send order confirmation, event reminder, or membership renewal notice

Send MMS

  • Send a message with media attachment (image URL)
  • Useful for sending QR codes, event tickets, or promotional images

Important Notes​

  • Twilio charges per message — monitor usage in Twilio Console
  • International SMS may require additional Twilio configuration
  • Phone numbers must be in E.164 format (e.g., +84912345678)

Slack​

Setup​

  1. Create a Slack App at api.slack.com/apps
  2. Add bot scopes: chat:write, channels:manage, groups:write
  3. Install to your workspace and copy the Bot Token

Actions​

  • Send message — Post to a channel with custom text, username, and emoji
  • Invite to channel — Add a member to a Slack channel
  • Remove from channel — Remove a member from a channel

Webhook mode: Paste a Slack Incoming Webhook URL for send-only.

Telegram​

Setup​

  1. Message @BotFather on Telegram
  2. Create a new bot with /newbot and copy the token
  3. Add the bot to your group/channel as admin

Actions​

  • Send message — Send text (supports MarkdownV2 and HTML formatting)
  • Ban member — Remove and ban a user from the group
  • Unban member — Lift a ban
  • Create invite link — Generate a shareable group/channel invite

Getting Chat IDs​

Members need a Telegram Chat ID in their profile for direct messages. They can get it by messaging @RawDataBot and copying the numeric ID.

WhatsApp Business​

Setup​

  1. Register at Meta Business Suite
  2. Set up WhatsApp Business Cloud API
  3. Get your Phone Number ID and System User Access Token

Actions​

  • Send message — Send text to a phone number (recipient must have messaged your business first, or use a template)
  • Send template — Send a pre-approved message template with dynamic parameters

Template Messages​

WhatsApp requires pre-approved templates for outbound messages. Create templates in Meta Business Manager:

  • Template name and language
  • Header, body, footer content
  • Dynamic parameters: {{1}}, {{2}} mapped to workflow expressions

Zalo​

Setup​

  1. Register at Zalo Developers
  2. Create an Official Account (OA)
  3. In Uni8: Connect via OAuth2 — click "Connect" and authorize (tokens auto-refresh every hour)

Actions​

  • Send OA message — Send notification to followers
  • Send ZNS template — Send Zalo Notification Service template (requires ZNS approval)
  • Tag follower — Add a user to a custom tag for segmentation

Viber​

Setup​

  1. Register at Viber Partners
  2. Create a bot account and copy the Auth Token

Actions​

  • Send message — Send 1-to-1 text message to a user

Message Conditions​

Use the Can Send Message condition in workflows to check if a member has their platform ID configured before attempting to send.

How It Works​

Add a Condition node before your messaging action:

  1. In Workflow Builder, add a Condition node
  2. Select Can Send Message
  3. Choose the platform: telegram, discord, slack, or sms
  4. The condition checks if the member has configured their platform ID in their profile social links

Example Workflow​

Trigger: Membership purchased
    ↓
Condition: Can send Telegram message?
    ├── Yes → Send Telegram welcome message
    └── No → Send email notification instead

This prevents failed delivery attempts and lets you create fallback paths.

Member Platform IDs​

For messaging to work, members need to add their platform IDs in Profile > Social Links:

PlatformWhat to EnterHow to Get It
TelegramChat ID (numeric)Message @RawDataBot
DiscordUser ID (numeric)Enable Developer Mode → right-click user → Copy User ID
SlackMember IDClick profile → ··· → Copy member ID
SMS/WhatsAppPhone numberE.164 format (e.g., +84912345678)

Admins can configure which platforms are available in Profile Fields Configuration.

Using Expressions in Messages​

All messaging actions support {{ }} expressions for dynamic content:

ExpressionDescription
{{ user.name }}Member's display name
{{ user.email }}Member's email
{{ triggerPayload.courseName }}Course name from trigger
{{ triggerPayload.eventTitle }}Event title from trigger
{{ triggerPayload.amount }}Payment amount from trigger
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