Move prospect details from Discord into Salesforce
When someone shares a real prospect in Discord, Notis can create a Salesforce lead and retain the details that matter.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospect details shared in chat are easy to miss, especially when the conversation moves on quickly.
- Keep prospect details in Salesforce instead of relying on chat history.
- Capture context from the message that introduced the prospect.
- Spend less time re-entering details by hand.
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 Discord lead capture.
- 3In one instruction, tell Notis to create a Salesforce lead for qualified prospects and use the message details; have it flag missing required details for review.
- 4Pick New Discord Message as the trigger and choose a report channel.
- 5Test with one real message containing a prospect's name, company, and contact details.
Questions about this workflow
What details does Salesforce require for a lead?
Salesforce requires a last name and company in the standard lead setup. Make your instruction account for missing details rather than inventing them.
Will casual mentions create leads?
Specify what makes a prospect qualified in your instruction so casual references can be skipped.
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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