Close tasks automatically as issues resolve
Issues and tasks should stay in sync. When an issue is resolved in Jira, Notis automatically marks the related task as completed in Salesforce—no manual task cleanup, no stale to-dos.
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
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
You resolve issues in Jira, but the associated Salesforce task sits open for weeks. Your task list gets cluttered with completed work that nobody remembers to close.
- Clean task lists: completed issues automatically close tasks
- No stale to-dos: your Salesforce to-do list stays current
- Automatic accountability: task completion is tied to delivery
- Reduce noise: completed work is marked done without manual action
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a Jira issue status changes to Done or Resolved, find the related task in Salesforce and mark it complete." Set the trigger to Updated Issue.
- 3Choose your notification channel.
- 4Test by resolving a Jira issue that has an associated Salesforce task and confirming the task is marked complete.
Questions about this workflow
How does Notis know which task to complete?
It matches by the task description or a link between the issue and task. If multiple tasks exist, you tell Notis which one (by subject, assignee, etc.).
Should Notis add completion notes or the resolution summary?
Yes. You might say, "Mark the task complete and add a note: Resolved in Jira [issue key] on [date]." Notis can include context.
What if an issue is reopened after being marked Done?
Notis can handle that too. Tell it: "If an issue moves from Done back to Open, reopen the task." Bidirectional sync.
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.
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.
New Project
Triggered when a new project is added in Jira
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
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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