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Notis

Nurture contacts the moment they engage

When someone reaches out through Jira, they're signaling interest. Notis immediately creates or finds their Salesforce contact and enrolls them in your nurture campaign—no waiting, no manual lists, engagement starts right away.

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

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

Why this helps

New contacts appear in Jira, but enrollment in your nurture campaign happens weeks later—if it happens at all. Meanwhile, your competitors are already nurturing them.

  • Immediate nurturing: contacts are enrolled the second they appear
  • No dropped prospects: everyone gets a nurture sequence
  • Faster conversion: early engagement beats delayed outreach
  • Reduce friction: no manual campaign list management

Setup

Build it in a few focused steps.

  • 1Connect Jira and Salesforce to Notis.
  • 2Tell Notis: "When a new Jira issue is created with contact information, create or find that contact in Salesforce and add them to our Standard Nurture campaign." Set the trigger to New Issue.
  • 3Specify which campaign (or campaigns) to use.
  • 4Choose your notification channel.
  • 5Test by creating an issue with external contact details and confirming they're added to the campaign in Salesforce.

Questions about this workflow

How does Notis extract contact info from Jira issues?

You provide the mapping in plain language: "Use the reporter's email address" or "extract the email from the issue description field." Notis adapts to your setup.

What if a contact is already in the campaign?

Notis recognizes that and avoids duplicate enrollments. It won't add them twice.

Can different issue types trigger enrollment in different campaigns?

Yes. You might say, "Bug reports go to Support Nurture, feature requests go to Product Nurture." Notis routes based on your rules.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Salesforce. A trigger fires from one place; an action lands in another.

Jira triggers

Salesforce actions

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

Create Salesforce Account

Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Add contact to campaign

Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

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.

TriggerInstant

Add lead to campaign

Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.

ActionInstant

Add product to opportunity

Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.

ActionInstant

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.

ActionInstant

Associate contact to account

Associates a contact with an account by updating the contact's accountid field.

ActionInstant

Clone opportunity with products

Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.

ActionInstant

Clone record

Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Jira and Salesforce. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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