Create a Dynamics lead from a Jira partner request
Capture partner interest in Dynamics while the request is still fresh in Jira.
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 Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Partner requests can sit in an issue tracker without becoming visible to the people following up on business opportunities.
- Bring partner requests into the CRM promptly.
- Avoid manually re-entering request details.
- Use a dedicated Jira project to keep this workflow relevant.
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 lead from each new partner request issue, using available issue details.
- 4Choose the Jira New Issue trigger for the partner request project and select a report channel.
- 5Test with one real partner request issue and review the lead.
Questions about this workflow
Can this identify partner requests in a general Jira project?
The trigger has no configurable filters. Use a Jira project dedicated to partner requests, or state the intended scope in your instruction and review the test.
What if the issue has no contact details?
Notis can only use information available in the issue. Supply missing contact details in Jira or have the workflow report incomplete requests for follow-up.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.