Keep customer records fresh when issues close
Resolved issues often mean things have changed—contact role, involvement, or follow-up needs. Notis pulls the fresh details and updates the contact in Salesforce automatically, so your CRM stays current.
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
Get contact
Retrieves a specific contact by id from salesforce, returning all available fields.
Why this helps
Issues close in Jira, but the contact records in Salesforce sit stale. You don't know if the person is still the right contact or if their involvement has changed.
- Current customer data: contacts stay in sync with issue resolution
- Better follow-ups: you always know the right person to contact
- No stale records: Jira truth flows into Salesforce automatically
- Reduce manual updates: automation keeps data clean
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a Jira issue is resolved, fetch the current reporter or assignee details and update the matching contact in Salesforce with their latest role or involvement." Set the trigger to Updated Issue (monitoring for resolution status).
- 3Define which contact fields to update (role, involvement, etc.).
- 4Choose your notification channel.
- 5Test by resolving a Jira issue and confirming the contact record updates in Salesforce.
Questions about this workflow
How does Notis know which contact to update?
It matches by the reporter or assignee's email address. If multiple contacts exist for one person, you can specify which one to update.
What if I only want to update contacts for certain issue types?
Tell Notis: "Only update contacts when bugs are fixed" or "only for customer-facing issues." Your criteria.
Can Notis add a note or activity to the contact when an issue resolves?
Yes. You might say, "Create a task or note in Salesforce saying the issue was resolved." Notis handles that 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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