Keep Jira Issues Synced with Salesforce Opportunities
When an opportunity moves or updates in Salesforce, your Jira issue stays in sync. No more checking back and forth between systems to see the latest status.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Edit Issue
Updates an existing jira issue with field values and operations. supports direct field parameters (summary, description, assignee, priority, etc.) that are merged with the fields parameter. direct parameters take precedence.
Why this helps
Salesforce opportunities move through stages, but Jira issues remain static. Your team ends up checking Salesforce separately to understand current status, splitting attention and causing delays.
- Opportunity changes instantly reflected in Jira with no manual updates
- Team sees real-time deal status without switching apps
- Reduces missed updates and outdated information
- Keeps engineering context aligned with sales moves
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Jira to Notis (one-time per integration).
- 2Create the automation by asking Notis: 'Update Jira issues whenever an opportunity changes in Salesforce' or navigate to Automations > New in the portal.
- 3Write your instruction: 'When an opportunity is updated, sync its stage and status into the related Jira issue.'
- 4Choose 'New or Updated Opportunity' trigger and set your notification channel.
- 5Test by updating an opportunity in Salesforce and confirm the Jira issue reflects the change.
Questions about this workflow
Which Jira fields should the opportunity data map to?
Tell Notis in your instruction. For example: 'Update the Status field with the opportunity stage' or 'Add the amount to the issue description.' Notis figures out the mapping.
What if an opportunity is updated multiple times a day?
Each update triggers the automation and updates Jira again. Your team always sees the latest state without delay.
Can this work for multiple opportunity types?
Yes. Notis handles any opportunity created or updated in Salesforce and can apply different logic based on your instruction.
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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