Keep new Salesforce leads visible in Discord
New leads should not sit unnoticed in Salesforce. Post a useful alert to the right Discord channel as soon as one arrives.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Leads can wait too long for review when the team has to keep checking Salesforce for new records.
- See new leads in a shared team channel
- Reduce manual CRM checks
- Prompt timely review and follow-up
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 lead alert you want in one instruction, including the Discord channel and useful lead details.
- 4Pick the Salesforce New Lead trigger.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
What starts this workflow?
It starts when Salesforce creates a new Lead.
Can the message include lead details?
Yes. Tell Notis which useful details to include in the Discord message. Notis can only use details returned by Salesforce.
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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