Close Jira Tasks Automatically When Salesforce Tasks Complete
A task completes in Salesforce. Your Jira board instantly reflects it. No manual status change. No 'someone should update the board' reminder. It just happens.
Trigger
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.
Action
Transition Issue
Transitions a jira issue to a different workflow state, with support for transition name lookup and user assignment by email.
Why this helps
Tasks are marked complete in Salesforce but Jira issues stay open, creating the false impression that work is still pending. Teams waste time checking both systems.
- Jira board automatically reflects Salesforce task completion
- No manual status updates required
- Team sees accurate progress without checking two systems
- Reduces confusion about what's actually done
Setup
Build it in a few focused steps.
- 1Ensure Salesforce and Jira are connected to Notis.
- 2Ask Notis: 'Close Jira issues when related Salesforce tasks are completed' or create via Automations > New.
- 3Provide the instruction: 'When a Salesforce task status becomes Completed, transition the related Jira issue to Done.'
- 4Choose 'Task Created or Completed' trigger and set your notification channel.
- 5Test by completing a task in Salesforce and verify the Jira issue transitions to Done.
Questions about this workflow
What if there are multiple Jira issues per Salesforce task?
Notis will transition all related issues. In your instruction, specify how to match them: 'Transition any issue mentioning this task ID.'
Can you transition to states other than Done?
Yes. Tell Notis which status to use: 'Move to In Review instead of Done' or 'Transition based on the task's status.'
Does this work retroactively for already-completed tasks?
No, it only triggers on new completions going forward. Set up the automation first, then tasks completed after that will sync automatically.
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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