Keep a complete record of every change
Issue updates in Jira are fleeting—status changes, assignee shifts, priority updates. Notis captures each one as a permanent note in Salesforce, so your relationship records always tell the full story.
Trigger
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.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
You resolve issues in Jira, but nobody on the sales or support team knows what changed or why. When you hand off an account, months of context is missing. You can't explain decisions or trace what happened.
- Complete history: every change is documented and visible to the team
- Compliance ready: audit trail proves decisions and timelines
- Faster handoffs: new team members see the full context immediately
- No re-explaining: changes are documented automatically, not lost to memory
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a Jira issue is updated, create a note in Salesforce summarizing what changed—the new status, assignee, or any other field update." Set the trigger to Updated Issue.
- 3Choose your notification channel.
- 4Test by updating a Jira issue (status, assignee, etc.) and confirming a note appears in Salesforce with the details.
Questions about this workflow
Will Notis create a note for every tiny change?
You control it. Tell Notis: "Only create a note if the status changes or priority is updated, not for other minor field changes." Your rule, your granularity.
Can the note include the person who made the change?
Yes. Notis can capture the Jira reporter and include that in the note: "Status changed to In Progress by John on July 10th."
Where in Salesforce do these notes appear?
Notes attach to the relevant Salesforce record—the lead, contact, or opportunity tied to that issue—so your entire relationship history is in one place.
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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