Review Discord authorization alongside opportunity changes
Keep an eye on the connected Discord authorization details when important opportunity records change.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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').
Why this helps
A change in sales activity can expose stale assumptions about connected tools and their authorization.
- Review authorization scopes and token expiration when opportunity activity changes.
- Keep the lookup connected to a Salesforce event.
- See results in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Discord once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a clear authorization review name.
- 3Tell Notis to retrieve the current Discord OAuth2 authorization details when an opportunity changes.
- 4Pick the New or Updated Opportunity trigger and choose a run report channel.
- 5Test with one real opportunity update and review the returned details.
Questions about this workflow
Does this refresh an expired Discord token?
No. The action retrieves authorization details; it does not renew credentials.
What information can the lookup include?
It can return application info, scopes, token expiration, and user data depending on granted scopes.
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.