Keep Discord server context close to Salesforce account updates
See which Discord servers your connected account can access when Salesforce account details change.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
List my guilds
Lists the current user's guilds, returning partial data for each; primarily used for displaying server lists or verifying memberships.
Why this helps
Account updates can trigger a hunt through apps to confirm which communities or servers are relevant.
- Review available Discord servers alongside account work.
- Reduce app switching during account follow-up.
- Keep the check tied to real Salesforce account changes.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Discord once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that you want Notis to retrieve your Discord server list when an account changes.
- 4Pick the Salesforce Account Created or Updated trigger and choose a run report channel.
- 5Test with one real account example and review the run report.
Questions about this workflow
Does this send a Discord message?
No. The available Discord action retrieves the connected user's server list; it does not send a message.
Can this confirm whether a specific customer is in a server?
No. The action lists servers for the authenticated Discord user, not membership for a Salesforce account or contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Discord. A trigger fires from one place; an action lands in another.
Salesforce triggers
Discord actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Invite
Tool to retrieve information about a specific invite code. use when you need to get details about a guild or channel associated with an invite.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get my guild member
Retrieves the guild member object for the currently authenticated user within a specified guild, provided they are a member of that guild.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Get my OAuth2 authorization
Retrieves current oauth2 authorization details for the application, including app info, scopes, token expiration, and user data (contingent on scopes like 'identify').
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get my user
Fetches comprehensive profile information for the currently authenticated discord user, including email if the 'email' scope is granted.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Retrieve user connections
Retrieves a list of the authenticated user's connected third-party accounts on discord.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List my guilds
Lists the current user's guilds, returning partial data for each; primarily used for displaying server lists or verifying memberships.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Discord, 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 Discord.