Make customer promises easier to follow through on
Notis can turn an explicit customer commitment in Discord into a Salesforce task, helping the team keep the next step visible.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
A promise made in a fast-moving conversation is easy to forget when it is not tracked as work.
- Capture explicit promises as trackable work.
- Keep the wording and context of the commitment nearby.
- Make customer next steps easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect Discord and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for commitment tracking.
- 3Tell Notis to create a Salesforce task for explicit customer commitments or promised next steps, preserving due-date details only when stated.
- 4Pick New Discord Message as the trigger and choose where run reports should go.
- 5Test with one real message that includes a clear promise or next step.
Questions about this workflow
Will Notis invent a due date if none is mentioned?
No. Instruct it to use a due date only when the message states one, and otherwise leave timing for review.
Can it distinguish a commitment from a suggestion?
Describe what language or context counts as a firm commitment for your team.
When this happens · Trigger
Do this · Action
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.
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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