Turn Jira issues into sales leads automatically
Every new issue in Jira represents a potential opportunity. Notis immediately creates a matching lead in Salesforce—no alt-tabbing, no re-typing, no dropped prospects.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
You're juggling Jira and Salesforce. A customer interaction becomes an issue, but you forget to log it as a lead until weeks later. Prospects slip away because you lost context switching between tools.
- No context-switching: stay in Jira, and leads appear in Salesforce
- Zero re-typing: prospect details flow automatically
- Never miss a prospect: every new issue becomes a tracked lead
- Reduce cognitive load: let Notis handle the CRM busywork
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis once (via the portal).
- 2Ask Notis: "Create a Salesforce lead every time a new Jira issue appears." Or open Automations > New Automation, name it "Prospect from Issue", write that same instruction, and set the trigger to Jira's New Issue.
- 3Pick a Slack or email channel for Notis to report each new lead.
- 4Test by creating a test issue in Jira and confirming it shows up in Salesforce within seconds.
Questions about this workflow
Will Notis copy issue details into the Salesforce lead automatically?
Yes. When you describe the automation (e.g., "Create a lead with the issue title as company name and the reporter as the prospect"), Notis interprets your instruction and maps the fields. You never manually choose which fields go where.
What if I don't want every issue to create a lead?
You can refine your prompt: "Create a lead only when a new issue is marked as high priority" or "only from the Customer Issues project." Notis follows your criteria.
Does this work if my Jira instance has custom issue types or fields?
Yes. Tell Notis which fields to use in your plain-language instruction, and it adapts to your setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Salesforce. A trigger fires from one place; an action lands in another.
Jira triggers
Salesforce actions
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Project
Triggered when a new project is added in Jira
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Jira and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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