Automate sending Discourse invite emails with Zapier

That can be done by adding a group_names key to the Headers field. Its value should be set to a comma separated list of group names. I’ll add an example of this to the topic.

The basic approach that’s used in this topic will work for any API request to Discourse.

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Awesome!! I think the dialog accepts a custom message too, guessing that can be done the same way?

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I tried setting this up this AM and was running into a 400 error. With a little bit of debugging, I found that the auth-related steps need to go in the headers section as instructed, but the actual form values (email, group name, and custom message) need to go in the data section as key/value sets.

Once I made that change, though, it worked perfectly!

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Thanks for that, @simon!

Are there any descriptions on meta about alternative ways to create an automated process for sending an invite email after the reader signed up to an offering and to which you could link here?

Thanks for testing that! What I’m finding is that when no custom_message or group_names are included in the request, passing the email in the Headers works. It’s not the correct way to pass the email address though. I’ve updated the guide to use the Data section for setting the email address, and have included examples for adding users to groups and including a custom message.

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I’m not aware of other services that are similar to Zapier, but I’m sure there are some out there. You can make requests directly to the Discourse API without using a third party service. The main requirement for doing this is that you have an application to make the requests from. This can be something a simple as a WordPress site.

A good resource on Meta for getting started with the API is How to reverse engineer the Discourse API. You can test API requests with CURL from your computer’s terminal, or with a service like Postman.

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Thank you! Most of what you write I have no idea about… but I’ll check I’ll out your links and see if so can understand anything :smiley:

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@simon

Quick question:

When I send an automated invite through Zapier, would this then be an already personalized link, or a link to the general login page to my forum (where someone can log in and also create an account)?

I would like to avoid that everybody and their dog who knows the login page creates an account. How can that best be avoided?

When you send an invite link through Zapier you are triggering exactly the same action as if you had clicked the ‘Send an Invite’ link from your account’s Invite page.

Creating an invite will send an email to invited user’s email address. That email contains a link to a page where the invited user can set their name and password, and login to their new account. The email address for the new account is set by the email address that you used for the invite.

Only users who have been sent an invite can create an account through this page. If you would like to only allow invited users to register for your site, go to the Login section of your Site Settings and select the invite only site setting.

The best way to get a sense of how invites work is to invite yourself to your site. You can use a throw-away gmail address for this. You will need to log out of the site before you will be able to accept your invite.

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Ah, awesome info. Thanks!!

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Thanks for the great tutorial! Is there a way to add a topic id that the user gets redirected to after signing up like in the bulk invite feature?

It is possible to invite a new user to a topic with a similar approach to what is outlined above, but the URL that you setup in the Action step needs to point to the topic. For example, to invite a user to a topic with the id 123 you would add the URL https://forum.example.com/t/123/invite to the Action step. You would then add the email and the optional custom_message and group_names parameters in the same way as they are outlined in the guide.

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Hi Simon,

Thanks for your post !

I have 2 questions, if you could help me, it could be awesome :slight_smile:

Question 1/
On my side, the invite + message is working fine, but whatever group_names I’m adding, I only have access to the default public group, when I join the forum.

Do you know is something could “block” the invite to specific private group ?

The URL of the group name is like that : https://forum.[mywebsite].com/c/cercle/33

So I have : group_names /// PUBLIC,cercle

I also tried to use “number” instead of the group name (33) for this group, but it still doesn’t work.

Maybe there is a kind of “restriction” on the admin setting of the forum, which block the private group invite ?

Question 2/

I would like to be able to invite people, not only to “private group”, but "private “sub-group” (I don’t know the right name for that)

Screenshot 2021-05-12 at 08.04.11

Here you can see, I have the group “RÉSERVÉ…”
And all the little sub-groups under it.

I would like to invite users to specific subgroups.

Do you know how I can do that ?

Thanks a lot if you can take some time to help me on that ! :slight_smile:

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Make sure that you are using the group’s name and not the name of the category that you allow the group to access. You can find the group’s name in the URL for the group, or from the group’s Name field:

If that does not resolve the issue, make sure that the Discourse API key you add to Zapier is a global All Users API key. Also, make sure that the API Username set on Zapier has permission to add users to the group. Any admin username on your site will work for this.

Let me know if this doesn’t resolve the issue for you.

You can invite the user to multiple groups by adding a comma separated list of group names to the group_names field on Zapier. Discoure doesn’t have the concept of sub-groups, so you will need to add the name of each group you want to invite the user to.

From the screenshot you have provided, it looks like you are trying to give the user access to a category and all of its subcategories. Instead of creating a group for each subcategory you could just allow a single group to access the category and all of its subcategories. This is configured on the Security section of the category’s edit page.

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Thanks for your reply Simon !

So, regarding the API :

I had give the access to only one user (the admin) I thought it was ok. So now I created a new API to give access to all user.

But, it still didn’t work. But I may have understood the issue :slight_smile:

I’m trying to add a “category” name, in the “group_names” field. So I guess it can’t work :).

I misunderstood the name of groups/category/topic…

On the screenshot you can see a list of maybe 15 subcategories : TB, MT, RD,MA…)

For example, the URL of the first subcategory is : https://forum.MYWEBSITE.com/c/question-formactions/TBD/14

So I guess would like to invite new members automatically to some private subcategory, and Not some Group.

On the URL I gave you, I would like to give only access to the subcategory “TBD” for example.

And, another user will have Only access to another one.

Do you know if it’s possible to do it ?

Maybe I just have to replace the field “group_names” on Zapier, by the one for Categories ?

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Groups and Categories are a source of much confusion in Discourse!

  1. Groups are collections of people.
  2. Categories are collections of topics. You can’t invite people to them per se. But access to these is controlled by groups.

To achieve what you want, make a group. In the relevant category security settings, add access for that group. Use that group for the invites API. Done.

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Thanks for your reply Nathan !

I will try that and post my result here :wink:

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Your solution works fine, thanks ! :smiley:

I have another question, maybe you (or @simon) could help me in that :

With Zapier, is there a way to give access to a New group, for people who are already members of Discourse ?

Basically, here is my workflow :

1/ A member joins one of my courses

2/ Zapier takes his email from my learning platform, and send him an invite to my Discourse + add him automatically to the right group, related to the course he just joined.

3/ Sometime, a few months later, this same member will join Another course : So, with my actual process, my Zapier will send him a new invite to Discours, whereas he is already a member, so the invite will not work.

I would need Zapier to give him access to a new group, if he is already a member of my Discourse.

Do you see a way to do that ?

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You could check with a get action event, if the user already has an account:

And if it’s the case, you run a path where you add this user to a group using a put action:

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Awesome Krischan ! Thanks for your quick reply ! I’m trying it right now.

The Get part seems to work.

But I have an issue on the Put action :

1 / Can you tell me which Content-type do I have to put in header ?
(I guess I still add my API Username and API Key)

2/ On the URL of the Put Action, do I have to use the group ID (in number, like 110 in your example), or can I use the name I can get on the URL of the groupe ? (like “course-A” for example)

I tried to use the Name of the groupe (I don’t know where can I get the group ID) and it doesn’t seems to work.

Thanks ! :smiley:

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