Build your contact list as issues arrive
Every Jira issue involves people—customers, colleagues, stakeholders. Notis captures them as Salesforce contacts the moment the issue is created, so your CRM grows with your relationships.
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 contact
Creates a new contact in salesforce with the specified information.
Why this helps
You meet new people through Jira issues, but they never make it into Salesforce as contacts. When you need to reach out six months later, you can't find them or their email address.
- Growing network: every participant becomes a trackable contact
- Complete relationships: account hierarchy is built automatically
- No lost information: emails and names are captured from day one
- Reduce manual work: stop copy-pasting contact details
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a new issue is created, create or update Salesforce contacts for the reporter and assignee. Link them to the relevant account." Set the trigger to New Issue.
- 3Refine criteria if needed (e.g., only external email addresses, skip internal staff).
- 4Choose your notification channel.
- 5Test by creating an issue with an external reporter and confirming they appear as a contact in Salesforce.
Questions about this workflow
What if someone is already a contact in Salesforce?
Notis recognizes them by email and skips duplicate creation. It will update existing records if needed.
Can Notis capture job title or company from Jira?
If that info is in Jira (custom fields, profile, etc.), yes. Tell Notis: "Pull the company from the reporter's profile and populate the Company field."
Should contacts be linked to accounts automatically?
Yes, if you want. Notis can link the contact to the account matching the issue, or you can manage that separately.
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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