Scale your deals as scope expands
A small initial issue sometimes explodes into a bigger project. Notis watches for scope expansion in Jira and automatically clones the opportunity in Salesforce so you're tracking the full deal value—not just the first phase.
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
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.
Why this helps
A customer starts with a small engagement. The scope grows, but you never split or expand the opportunity in Salesforce. Your pipeline understates the true deal value, and forecasting is wrong.
- Accurate pipeline: expanded deals are reflected in your forecast
- No re-work: Notis clones opportunities with existing products and values
- Faster deal tracking: scope changes trigger automation, not manual work
- Revenue visibility: growing deals are captured in real time
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a Jira issue's scope expands (priority increases, new components are added, or estimated effort jumps), clone the related Salesforce opportunity so the new scope is tracked separately." Set the trigger to Updated Issue.
- 3Define what "scope expansion" means for your team (e.g., priority change, label addition, estimate threshold).
- 4Choose your notification channel.
- 5Test by expanding a test issue and confirming the opportunity is cloned in Salesforce.
Questions about this workflow
How does Notis know which opportunity to clone?
You link the issue to the opportunity when creating the automation (or Notis matches by customer/account). Then it clones the original when scope expands.
Will the cloned opportunity include products and prices?
Yes. Notis clones the full opportunity with all line items and prices, so you don't need to re-enter products.
What if the scope contraction, not expansion?
You can tell Notis to handle that too: "Mark the opportunity as reduced scope" or "create a discount adjustment." Your rule.
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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