Keep customer decisions alongside their Salesforce record
Notis can summarize a customer-related Discord thread into a Salesforce note, so key decisions are easier to find later.
Trigger
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important context gets scattered across long threads and never makes it into the customer record.
- Keep thread context close to the Salesforce record.
- Make decisions easier to find without rereading a long conversation.
- Create a durable record of relevant customer discussions.
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 thread decision capture.
- 3Tell Notis to summarize customer-related decisions from new threads as Salesforce notes, using the relevant record when identifiable and flagging uncertainty.
- 4Pick New Thread Created as the trigger and choose where run reports should go.
- 5Test with one real customer-related thread that contains a decision.
Questions about this workflow
Can the note be attached if the thread does not name a Salesforce record?
Tell Notis how to handle uncertain record matches. The instruction can ask it to flag the note for review rather than guess.
Will it save every thread?
Describe the kinds of customer-related threads that contain decisions worth recording.
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.