Update a Dynamics case when its Jira issue changes
Reduce the gap between engineering progress in Jira and support tracking in Dynamics.
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
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Support teams may not notice an engineering status change until someone manually relays it.
- Prompt case updates after relevant Jira issue changes.
- Reduce manual status relays between teams.
- Keep the workflow scoped to the configured Jira project.
Setup
Build it in a few focused steps.
- 1Connect Jira and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3In one instruction, ask Notis to find the corresponding Dynamics case using a reliable reference and update it with relevant Jira issue changes.
- 4Choose the Jira Updated Issue trigger for the configured project and select a report channel.
- 5Test with one real linked issue and verify the correct case was updated.
Questions about this workflow
Can the workflow know which Dynamics case matches an issue?
Only if the issue or available context contains a reliable case reference, or you supply a clear way to find it. Verify the match during testing.
Does this trigger run when a Jira comment is added?
No. Updated Issue does not fire on comment activity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Dynamics365. A trigger fires from one place; an action lands in another.
Jira triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Project
Triggered when a new project is added in Jira
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
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.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Jira and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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