Capture and route qualified Discord leads
When a Discord message includes the details needed for a lead, Notis can create the lead and apply Salesforce's configured assignment rules.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
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.
Why this helps
A prospect can be captured in chat but still sit unassigned in Salesforce without a clear owner.
- Put qualified prospects into Salesforce with an owner determined by your rules.
- Reduce manual routing after lead entry.
- Keep lead capture connected to your existing Salesforce process.
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 lead capture and routing.
- 3Tell Notis to create a lead only for qualified prospects when required details are present, then apply Salesforce lead assignment rules.
- 4Pick New Discord Message as the trigger and choose where run reports should go.
- 5Test with one real qualified prospect message and verify the assignment result.
Questions about this workflow
Does this configure Salesforce assignment rules?
No. Salesforce assignment rules need to be configured in your Salesforce organization before this workflow can apply them.
What if required lead details are missing?
Instruct Notis to flag the message for review instead of creating an incomplete lead.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.