Turn Salesforce Leads into Jira Issues Instantly
Every new lead in Salesforce is one less thing you need to manually track in Jira. This workflow ensures your sales pipeline stays visible in your dev board, so nothing slips through the cracks.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
New leads arrive in Salesforce but your team has to manually create corresponding Jira issues to track follow-up work, leading to duplicated effort and lost context between systems.
- Every lead automatically tracked in Jira with no manual creation
- Sales and dev teams stay in sync without extra meetings
- Eliminates duplicate work and context-switching between tools
- Reduces chance of leads falling through cracks
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Jira accounts to Notis via the portal (one-time setup).
- 2Ask Notis: 'Create a workflow that makes a Jira issue whenever a new lead appears in Salesforce' or use Automations > New Automation in the portal.
- 3Describe your automation: 'When new leads arrive, create a Jira task with the lead name and info.'
- 4Select 'New Lead Trigger' as your trigger and pick your notification channel (Slack, email, etc.).
- 5Test with a real new lead in Salesforce and verify the Jira issue appears in your board.
Questions about this workflow
Which Jira project will the issues be created in?
Notis uses your plain-language instruction to determine the right project. Tell it which project in your automation prompt, e.g., 'Create tasks in the Sales Leads project.'
What information gets pulled into the Jira issue?
The lead name, company, email, and any other fields you mention in your automation prompt. Notis reads your instruction and pulls exactly what you ask for.
Can I choose who gets assigned to each new issue?
Yes. Include that in your plain-language instruction: 'Assign each new lead task to the sales team' or 'Assign to Sarah.' Notis will handle the assignment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Jira. A trigger fires from one place; an action lands in another.
Salesforce triggers
Jira actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add Attachment
Uploads and attaches a file to a jira issue.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
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When this happens · Trigger
Do this · Action
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