Keep company introductions from getting lost in Discord
When a company is introduced in a Discord conversation, Notis can create a Salesforce account and preserve the relevant context.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Company names and introductions in chat can be difficult to find when it is time to build or update account records.
- Keep company introductions in Salesforce for future work.
- Preserve why the company came up in the conversation.
- Reduce manual entry of account basics.
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 company introduction capture.
- 3Tell Notis to create a Salesforce account for explicit company introductions, include available context, and flag uncertain or incomplete details.
- 4Pick New Discord Message as the trigger and choose where run reports should go.
- 5Test with one real introduction containing a clear company name.
Questions about this workflow
Will this check for duplicate accounts?
Tell Notis how to handle possible existing accounts and ask it to flag uncertain matches for review.
What if only a company name is mentioned?
The account action may support creation with basic information, but your Salesforce organization can require additional fields. State how incomplete cases should be handled.
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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