Update an opportunity from a Jira renewal signal
Bring renewal context from Jira into the opportunity your team already tracks 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
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Renewal signals in Jira can be overlooked when the opportunity record is maintained separately.
- Bring renewal details into the existing opportunity.
- Reduce manual CRM maintenance after a renewal signal.
- Keep the update tied to a real Jira issue event.
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 ask Notis from any channel.
- 3Ask Notis to find the linked opportunity using a reliable reference and update it when a new Jira issue records a renewal signal.
- 4Choose Jira New Issue for the project that records renewal signals and select a report destination.
- 5Test with one real renewal issue and verify the intended opportunity was updated.
Questions about this workflow
Can the workflow infer which new issues are renewal signals?
The trigger does not provide filters. Use a dedicated project or give Notis an explicit rule for recognizing renewal issues.
What if the opportunity cannot be identified?
Provide a dependable opportunity reference in the Jira issue or context. Test the lookup before relying on updates.
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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