Nurture new contacts from the moment they appear
New issue = new contact. Instead of manually adding reporters to a campaign weeks later, Notis adds them instantly to your nurture sequence so they're engaged from day one.
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
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Customers or leads submit issues, but you forget to add them to your nurture campaign until months later. By then, they've lost interest or already chose a competitor.
- Instant enrollment: new contacts are nurtured the moment they appear
- No dropped contacts: everyone in Jira gets a campaign touchpoint
- Faster sales cycles: nurture sequences start sooner
- Reduce friction: no manual list management or CSV uploads
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a new issue is created, find or create a contact for the issue reporter and add them to our Nurture campaign." Set the trigger to New Issue.
- 3Specify which campaign (or campaigns) to use, or let Notis use a default you set.
- 4Choose your notification channel.
- 5Test with a new issue from an external reporter and confirm they appear in the campaign in Salesforce.
Questions about this workflow
What if the reporter is already in Salesforce?
Notis matches them by email and avoids duplicates. It will add the existing contact to the campaign without creating a new one.
Can I route different reporters to different campaigns?
Yes. You might say, "Add enterprise customers to the Enterprise Nurture campaign, SMBs to the SMB Nurture campaign." Notis routes based on your criteria.
What if I don't have email addresses for all reporters?
Notis will do its best to find or create contacts. You can ask it to skip enrollment if contact info is incomplete, or handle partial data however you prefer.
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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