Create a Dynamics account for a new Jira client project
Capture new client work in Dynamics as soon as its Jira project is created.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Creating a client project in Jira does not automatically give the CRM team an account record to work from.
- Reduce duplicate setup when a client project begins.
- Make new client work visible in Dynamics.
- Use the project event for a clear, event-based handoff.
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.
- 3Tell Notis to create a Dynamics account when a new Jira project represents a new client, using available project details.
- 4Choose the Jira New Project trigger and select where run reports should go.
- 5Test with one real client project and confirm the account is accurate.
Questions about this workflow
Does every new Jira project mean there is a new client?
No. Use this workflow only when new Jira projects in scope represent new clients, and state that rule in the instruction.
Will the event include account contact details?
The event is described as a new project trigger. Notis can use only details it receives or information you make available.
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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