Keep corrected customer details from getting lost
When a customer-related Discord message is corrected, Notis can preserve the updated information in a Salesforce note.
Trigger
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
A correction in chat can be missed by anyone who read the original message before it changed.
- Preserve important corrections in the CRM.
- Give the team a record of the updated message context.
- Reduce confusion from outdated chat details.
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 corrected customer details.
- 3Tell Notis to save material corrections from customer-related message edits as Salesforce notes and flag unclear record matches.
- 4Pick Message Edited as the trigger and choose where run reports should go.
- 5Test with one real edit that corrects a customer detail.
Questions about this workflow
Does this update Salesforce fields automatically?
This workflow creates a note containing the correction. It does not update a specific Salesforce field unless your instruction and available action support that.
What counts as a material correction?
Define the details that matter to your team, such as a corrected date, contact detail, or customer commitment.
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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