Build accurate deals from technical requirements
Issue components in Jira often indicate which products the customer needs. Notis watches for those components and automatically adds matching products to the opportunity in Salesforce, so deal scope is captured accurately from day one.
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 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.
Why this helps
You create an opportunity in Salesforce without knowing which products the customer will need. Later, as Jira issues reveal technical requirements, you forget to go back and add products to the opportunity.
- Accurate deal value: products are added based on actual requirements
- No forgotten products: components reveal product needs automatically
- Faster quotes: opportunity has correct line items from the start
- Better forecasts: deal value reflects technical scope
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a new Jira issue includes components (e.g., 'API Integration', 'Enterprise SSO'), add the matching Salesforce products to the related opportunity." Set the trigger to New Issue.
- 3Map your Jira components to Salesforce products (e.g., 'API Integration' -> 'API Product').
- 4Choose your notification channel.
- 5Test by creating an issue with specific components and confirming products are added to the opportunity in Salesforce.
Questions about this workflow
How does Notis know which opportunity to update?
It matches by customer or account. You can also link the Jira issue to the opportunity directly, and Notis updates that specific one.
What if no product matches a component?
Notis will note the component and skip it, or you can tell it: "Create a custom line item for unmapped components." Your preference.
Can this work with existing opportunities?
Yes. You might tell Notis: "Each day, scan all open issues and update their related opportunities with products based on current components." It's retroactive too.
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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