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Notis

Flag contact changes on the team's Discord post

Use a simple reaction to draw attention to a shared Discord post when a Salesforce contact is updated.

Trigger

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

Action

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.

Why this helps

Contact changes can go unnoticed when review depends on someone remembering to check the CRM.

  • Flag a shared post without adding another message
  • Make contact changes easier to spot
  • Prompt a quick review

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 which Discord message to react to and what reaction to add in one instruction.
  • 4Pick the Salesforce Contact Updated trigger.
  • 5Choose where run reports go, then test with one real example.

Questions about this workflow

Does the reaction include contact details?

No. The action adds a reaction to a specific message. It does not include contact details or report existing reactions.

What does the trigger provide?

It emits changed fields alongside relevant timestamps. Tell Notis how to use the returned data if it needs to decide when to react.

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.

TriggerScheduled

Add recipient to group channel

Adds a user to a discord group direct message (dm) channel.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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).

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

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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