Build account records as you start new projects
A new Jira project often means a new client or business initiative. Notis ensures that the moment you create a project, the account exists in Salesforce—your relationships are captured from day one.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
You spin up new Jira projects for different clients or initiatives, but the corresponding account in Salesforce gets created weeks or months later. Critical relationship data lives nowhere, or sits scattered across emails.
- Relationships tracked from the start: no orphaned projects or missing accounts
- Single source of truth: project and account are created together
- Faster client onboarding: your CRM is ready before the project kicks off
- Reduce administrative work: one action creates two critical records
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "Whenever a new project is created in Jira, create a corresponding account in Salesforce using the project name and key." Set the trigger to New Project.
- 3Choose your channel to receive confirmations.
- 4Create a test project in Jira and verify the account appears in Salesforce instantly.
Questions about this workflow
What if I create internal-only projects in Jira?
Refine your instruction: "Only create an account if the project name contains 'Client' or if a specific custom field is set." Notis will skip internal projects.
Can Notis populate account fields beyond the name?
Yes. You might say, "Set the account type based on the project template" or "mark the account owner based on the project lead." Notis maps the data intelligently.
Do I need to do anything in Salesforce after this automation runs?
The account is created and ready. You can add additional fields, contacts, or opportunities manually, or ask Notis to do that for new accounts automatically.
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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