Make Salesforce task handoffs visible in Discord
When a Salesforce task is completed, give the team a concise update in the Discord channel where work gets coordinated.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Post message to channel
Sends a message to a specified discord channel (text, embeds, stickers, components, attachments); requires `send messages` permission and one of `content`, `embeds`, `sticker ids`, or `attachments`.
Why this helps
Completed tasks can be easy to miss, leaving teammates unsure whether a handoff or follow-up happened.
- Make completed work easier to notice
- Keep handoffs visible to teammates
- Reduce status-check messages
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Discordbot once in the Notis portal.
- 2Create an automation in the portal, or tell Notis in plain language from any channel.
- 3Describe the task update you want Notis to post in one instruction.
- 4Pick the Salesforce Task Created or Completed trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Does this trigger only on completed tasks?
It runs when a Task is created or when its status changes to Completed. The trigger supports optional filtering by status or subject.
What task information can be shared?
Tell Notis what context is useful. The message can only include data available in the Salesforce trigger payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Discordbot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
Adds a user to a discord group direct message (dm) channel.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update guild member information
Adds a user (who is not already a member) to a guild using their `access token` (which must have `guilds.join` scope), optionally setting nickname, roles, mute/deaf status, or flags.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Assign role to guild member
Assigns a role to a guild member, provided the bot has 'manage roles' permission in the guild and the role to be assigned is hierarchically lower than the bot's highest role.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add reaction to message
Adds an emoji reaction from the authenticated user/bot to a specific message in a discord channel; does not return information about existing reactions.
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.
Add or update thread member
Adds a user to a specific, unarchived thread; the user must have access to the thread's parent channel, and for private threads, the bot must already be a member.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Modify guild ban settings
Permanently bans a user from a discord guild, optionally deleting their recent messages (specify deletion period in seconds or days, not both).
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Bulk ban users in guild with message deletion option
Bans up to 200 users from a discord guild, optionally deleting their recent messages; the bot must have 'ban members' permission in the guild, and this action is irreversible.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Bulk delete messages in channel
Atomically bulk deletes messages in a discord channel for moderation or maintenance; deletion may not be instantaneous and messages are unrecoverable.
Connect any two apps with Notis in the middle.
Salesforce and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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