Log Jira progress as Salesforce follow-up tasks
When an issue moves forward, that's a task that needs tracking in Salesforce. Notis converts every status change or update into a follow-up so nothing slips through.
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 task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
You're moving issues through Jira but forgetting to log the corresponding task in Salesforce. Weeks later, you can't remember who promised what or when the next touch-point should be.
- Every update is a tracked task: no dropped follow-ups
- Stay on top of commitments: Salesforce always reflects reality
- No manual logging: Notis captures the work in real time
- Reduce executive drift: your team knows who's accountable for what
Setup
Build it in a few focused steps.
- 1Ensure Jira and Salesforce are connected to Notis.
- 2Tell Notis: "Create a Salesforce task whenever an issue is updated, with the task due date based on the issue's priority." Set the trigger to Jira's Updated Issue event.
- 3Choose your notification channel (Slack, email, etc.) for task confirmations.
- 4Verify by updating a test issue in Jira and checking that a task appears in Salesforce within a minute.
Questions about this workflow
Won't this create too many tasks?
You control the criteria. Tell Notis: "Only create a task if the issue status changes to 'In Progress' or higher priority fields are modified." Your rule, your volume.
Can Notis set the task due date automatically?
Absolutely. You might say, "Set the task due date to tomorrow if the issue is high priority, or next week if it's medium." Notis handles the logic.
What if I'm working in multiple Jira projects?
Create a separate automation for each project, or tell Notis to watch all projects—you choose the scope.
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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