Add a Discord profile check to new lead intake
Let new lead intake cue a quick lookup of the Discord profile connected to Notis.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Get my user
Fetches comprehensive profile information for the currently authenticated discord user, including email if the 'email' scope is granted.
Why this helps
New lead work often starts with scattered context and manual checks in separate tools.
- Pair new lead intake with a quick profile lookup.
- Keep the result available in the Notis run report.
- Avoid pretending the lookup verifies the lead's identity.
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 name it for lead intake.
- 3Tell Notis to retrieve the authenticated Discord user's profile when a Salesforce lead is created.
- 4Pick the New Lead trigger and select a channel for run reports.
- 5Test with one real new lead and review the result.
Questions about this workflow
Does this look up the Salesforce lead in Discord?
No. The available action retrieves the currently authenticated Discord user's profile, not a profile matching the lead.
Will it include an email address?
Discord returns email only when the connected authorization includes the email scope.
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
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No card. Works with personal or business Discord.