Keep customer risk signals visible in Salesforce
When a Discord message raises a specific concern about a customer, Notis can capture it in a Salesforce note for follow-up.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Customer risks can be discussed in chat without making it into the record used for account decisions.
- Make concrete customer concerns easier to find.
- Keep the original context for later review.
- Support timely account follow-up.
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 customer risk capture.
- 3Tell Notis what counts as a customer risk signal and to save a concise Salesforce note with the source context, flagging uncertain record matches.
- 4Pick New Discord Message as the trigger and choose where run reports should go.
- 5Test with one real message that states a specific customer concern.
Questions about this workflow
Does this assign someone to resolve the risk?
The workflow saves a note. If you want an assigned follow-up, instruct Notis to create a task when the relevant owner and record details are available.
Will vague negative comments be logged?
Define the signals your team considers actionable so the automation focuses on concrete concerns.
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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