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How to connect Discourse and Instantly
Create a New Scenario to Connect Discourse and Instantly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Discourse, triggered by another scenario, or executed manually (for testing purposes). In most cases, Discourse or Instantly will be your first step. To do this, click "Choose an app," find Discourse or Instantly, and select the appropriate trigger to start the scenario.
Add the Discourse Node
Select the Discourse node from the app selection panel on the right.
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Configure the Discourse
Click on the Discourse node to configure it. You can modify the Discourse URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Instantly Node
Next, click the plus (+) icon on the Discourse node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Discourse and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Discourse and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Discourse, Instantly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Discourse and Instantly integration works as expected. Depending on your setup, data should flow between Discourse and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Discourse and Instantly
Discourse + Instantly + Google Sheets: When a new topic is created in Discourse, a lead is created in Instantly. A row is added to Google Sheets to track the new lead and campaign.
Instantly + Discourse + Slack: When a new lead is created in Instantly, indicating a positive reply, a new post is created in Discourse to engage the user and a notification is sent to Slack.
Discourse and Instantly integration alternatives
About Discourse
Integrate Discourse with Latenode to automate community management. Trigger actions based on new topics or replies. Automatically analyze sentiment, flag urgent issues, and update your CRM. Build custom moderation flows with Latenode's no-code tools, AI nodes, and flexible JavaScript functions, scaling support without manual effort.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Discourse and Instantly
How can I connect my Discourse account to Instantly using Latenode?
To connect your Discourse account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Discourse and click on "Connect".
- Authenticate your Discourse and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically invite new Instantly leads to a Discourse forum?
Yes, you can! With Latenode, automate invites to Discourse based on Instantly lead activity. Latenode's advanced logic ensures only qualified leads receive invites, boosting community engagement.
What types of tasks can I perform by integrating Discourse with Instantly?
Integrating Discourse with Instantly allows you to perform various tasks, including:
- Create Discourse topics from new Instantly lead activity.
- Send Instantly campaign updates to a Discourse channel.
- Add users from Discourse discussions to Instantly campaigns.
- Update Instantly lead statuses based on Discourse engagement.
- Post summaries of Discourse threads to Instantly for outreach.
Can I use JavaScript with the Discourse integration on Latenode?
Yes! Latenode's JavaScript blocks let you customize Discourse interactions, analyze data, and create unique workflows beyond simple triggers.
Are there any limitations to the Discourse and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Discourse and Instantly may affect high-volume workflows.
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API polling intervals.
