Connect Discord to Salesforce
When something happens in Discord, Notis takes the next step in Salesforce. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Discord to Salesforce
Turn Discord requests into Salesforce follow-up tasks
Capture clear customer follow-ups posted in a monitored Discord channel as Salesforce tasks.
Capture qualified leads from Discord
Create a Salesforce lead when a Discord message shares enough details to identify a prospect.
Save Discord thread decisions as Salesforce notes
Attach a concise summary of a customer-related Discord thread to the relevant Salesforce record.
Turn priority reactions into Salesforce tasks
Create a Salesforce follow-up task when a monitored Discord message receives a designated reaction.
Record important Discord message edits in Salesforce
Save meaningful corrections to customer-related Discord messages as Salesforce notes.
Create Salesforce onboarding tasks for new community members
Create a Salesforce task when a new Discord member needs a founder or team follow-up.
Create Salesforce opportunities from clear deal signals
Turn explicit deal discussions in Discord into Salesforce opportunities when required details are available.
Log customer risk signals from Discord
Save specific customer-risk signals from Discord messages as notes on Salesforce records.
Track customer commitments shared in Discord
Create Salesforce tasks for explicit customer commitments and promised next steps in Discord.
Supported Triggers and Actions
Notis builds workflows that link Discord to Salesforce. A trigger fires from one place; an action lands in another.
Discord triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Discord and Salesforce
Connect any two apps with Notis in the middle.
Discord and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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