Create an opportunity from a Jira expansion request
Make customer expansion interest easier to find and follow up on in Dynamics.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Expansion signals recorded in delivery or customer feedback projects can be missed when sales tracking lives elsewhere.
- Surface expansion requests in the sales pipeline.
- Preserve issue context for sales follow-up.
- Cut down handoffs between customer-facing and sales teams.
Setup
Build it in a few focused steps.
- 1Connect Jira and Dynamics 365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis to create one from any channel.
- 3Ask Notis to create a Dynamics opportunity from each new Jira issue that records a customer expansion request.
- 4Choose Jira New Issue for the project used to record those requests and select where reports should go.
- 5Test with one real request and confirm the opportunity is useful to your sales team.
Questions about this workflow
Does Jira label an issue as an expansion request automatically?
The listed trigger only reports a new issue in the configured project. Use a project dedicated to expansion requests or make the classification rule explicit in your instruction.
Does the workflow set an opportunity value?
Only if a value is available in the issue or you provide a reliable rule. Do not assume Jira supplies a forecast amount.
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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