Update a Dynamics lead when its Jira request changes
Keep CRM follow-up aligned with the latest details recorded in Jira.
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 Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Sales request details can change in Jira while the CRM lead remains stale, leaving follow-up based on old information.
- Bring relevant request changes into lead records.
- Reduce the need to check Jira and Dynamics separately.
- Keep updates limited 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 the portal or tell Notis from any channel.
- 3Ask Notis to locate the lead using a reliable reference and update it with relevant changes to the Jira sales request.
- 4Choose Jira Updated Issue for the request project and set the run report destination.
- 5Test with one real issue that has a known Dynamics lead reference.
Questions about this workflow
Will an issue update always identify the right lead?
Not by itself. Include a stable lead reference in the issue or provide a clear lookup rule, then verify the match in a real test.
Do comments trigger lead updates?
No. The Jira Updated Issue event excludes 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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