Create a Dynamics case from each new Jira support issue
Keep customer problems moving from Jira into Dynamics, where your support team can track them.
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 Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Copying support issue details into Dynamics adds busywork and can leave customer problems out of the support queue.
- Capture new support issues in Dynamics as they arrive.
- Reduce duplicate entry between engineering and support.
- Keep case creation focused on 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 to create one from any channel.
- 3In one instruction, ask Notis to create a Dynamics case from each new Jira support issue, using the issue details available.
- 4Choose the Jira New Issue trigger for the configured project and select where run reports should go.
- 5Test with one real support issue and check the resulting case.
Questions about this workflow
Will this run for issues in every Jira project?
No. The New Issue event fires only for the Jira project you configure.
Does this copy Jira comments into the case?
The trigger provides a new issue event. Comment activity is not part of this trigger.
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.