Route new prospects automatically using Salesforce rules
Prospects shouldn't wait for manual assignment. When a new customer issue arrives in Jira, Notis creates a lead in Salesforce and immediately applies your assignment rules—prospects are routed to the right owner in seconds.
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
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.
Why this helps
You create Jira issues for new prospects, but they sit unassigned in Salesforce until you remember to manually apply your routing rules. Leads age and response time suffers.
- Instant routing: prospects are assigned the second they're created
- Consistent rules: no manual judgment calls, no missed assignments
- Faster follow-up: owners see their leads immediately
- Reduce delays: no more waiting for someone to remember to route
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "Create a lead from new Jira issues and then apply Salesforce lead assignment rules to route it automatically." Set the trigger to New Issue.
- 3Confirm your lead assignment rules are active in Salesforce.
- 4Choose your notification channel.
- 5Test by creating a new test issue and confirming it appears as an assigned lead in Salesforce.
Questions about this workflow
Does Notis need to know my assignment rules?
No. Notis tells Salesforce to apply your existing rules. You manage and update your rules in Salesforce; Notis just triggers them.
What if a prospect doesn't fit any assignment rule?
Notis will note that the lead wasn't assigned by rules. You can ask Notis to assign it to a default owner or team in that case.
Can I test this before going live with all issues?
Absolutely. Create the automation with a specific project or label first, test with one issue, then expand to all projects once you're confident.
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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