Track every potential deal the moment it appears
Not every Jira issue is a deal, but some are. Notis watches for the ones that matter—when you create an issue marked as a revenue opportunity, it automatically creates a Salesforce opportunity to track it. No deal gets buried in the backlog.
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 opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A customer asks about a bigger project. You create a Jira issue to track it, but forget to create an opportunity in Salesforce. Weeks later you realize you've been missing critical pipeline visibility and forecasting accuracy.
- Complete pipeline visibility: no deal hides in your issue tracker
- Accurate forecasting: every revenue-bearing issue has a corresponding opportunity
- Instant tracking: opportunities are created the moment the deal emerges
- Cognitive relief: Notis watches for deals so you don't have to remember
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a new issue is created with the label 'Deal' or 'Revenue', create a Salesforce opportunity with the issue title and an initial close date based on priority." Set the trigger to New Issue.
- 3Provide a channel for opportunity confirmations.
- 4Test by creating a high-value test issue labeled appropriately and confirming the opportunity appears in Salesforce.
Questions about this workflow
How does Notis know which issues are deals?
You teach it. Give Notis criteria—issues with specific labels, custom fields, or even matching certain keywords in the title. It watches for those patterns.
Can Notis set the opportunity stage or close date?
Yes. Your instruction might be: "Create opportunities in Discovery stage with a close date 30 days out for standard projects, 60 days for enterprise." Notis handles the logic.
What if an issue turns out not to be a deal?
You can remove the deal label in Jira. Tell Notis to remove the opportunity or mark it as lost if you want, or you can manage it manually in Salesforce.
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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