Discord

Get real-time Perly alerts in Discord channels -- churn risk, expansion signals, health score drops, and upsell opportunities.

~1 minPushOAuth 2.0

Overview

The Discord integration pushes Perly alerts directly into your team's Discord server. When a customer's health score drops, an expansion signal fires, or a churn risk escalates, your team sees it in real time without leaving Discord.

This is a push-only integration. Perly sends notifications to Discord but does not read messages or server data.

Discord
PUSH
Perly
alerts
notifications

What Perly sends

↓ PULL
    ↑ PUSH
    • Customer at risk alert
    • New expansion signal notification
    • Health score drop warning
    • Upsell opportunity detected
    • Billing retry failed alert

    Connecting Discord

    1. 1
      Open notification settings
      In Perly, navigate to Settings > Notifications.
    2. 2
      Click Connect Discord
      You will be redirected to Discord's authorization page.
    3. 3
      Select a server and channel
      Choose the Discord server and text channel where Perly should post alerts. You need Manage Webhooks permission on the selected server.
    4. 4
      Authorize
      Click Authorize to grant Perly permission to post messages to the selected channel via an incoming webhook.
    5. Done -- alerts are active
      Perly will start posting alerts to your selected Discord channel immediately. You can change the channel or add more channels at any time.
    OAuth Scopes Requested
    webhook.incoming

    Notification format

    Perly sends richly formatted Discord embeds with:

    • Color-coded embed border -- red for critical risk, orange for high, yellow for medium.
    • Customer name -- with a link to the customer profile in Perly.
    • Health score field -- current score and change delta displayed inline.
    • Top signals -- the primary factors driving the alert.
    • Suggested action -- a recommended next step for your team.

    Example alert embed:

    Acme Corp -- Health score dropped to 32 (-18)

    Risk level: High

    Signals: Login frequency down 60%, payment failed twice, support tickets up

    Suggested: Schedule a check-in call with the account owner

    Configuring notification conditions

    You control exactly which events trigger Discord alerts. In Settings > Notifications > Discord, configure:

    • Event types -- toggle each event type on or off (customer at risk, expansion signal, health score drop, upsell opportunity, billing retry failed).
    • Risk threshold -- only alert when risk level reaches a minimum severity (e.g., only high and critical).
    • Score delta minimum -- only alert on health score changes above a point threshold (e.g., drops of 15+ points).
    • Quiet hours -- suppress non-critical alerts outside business hours.

    Multiple channels

    You can connect multiple Discord channels with different notification rules:

    ChannelEventsThreshold
    #customer-healthAll eventsAll levels
    #cs-escalationsCustomer at risk onlyHigh, Critical
    #revenue-signalsExpansion, UpsellAll levels
    #billing-alertsBilling retry failedAll levels

    Add additional channels from Settings > Notifications > Discord > Add Channel.

    Discord vs Slack

    Both integrations offer the same event types and filtering options. Choose Discord if your team primarily collaborates there, or connect both to cover different teams. The notification payloads and configuration options are identical.