Turn urgent issues into priority sales deals
Some issues aren't just issues—they're urgent customer needs that demand immediate sales attention. Notis watches for critical Jira issues and creates high-priority opportunities in Salesforce with compressed close dates, ensuring your team mobilizes fast.
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 opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
A critical customer issue arrives in Jira. You see it, but creating an opportunity in Salesforce feels like low-priority paperwork, so it gets delayed. By the time the opportunity exists, your team's urgency has faded.
- Instant sales focus: critical issues get priority opportunities immediately
- Compressed timelines: accelerated close dates reflect urgency
- Aligned urgency: sales and engineering see the same priority level
- No delays: deals move from identification to pursuit instantly
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a Jira issue is marked as critical or blocker, create a Salesforce opportunity in Closed Won stage with tomorrow as the close date (or whatever velocity makes sense)." Set the trigger to New Issue.
- 3Define "critical" for your team (labels, priority levels, components).
- 4Choose your channel for alerts.
- 5Test by creating a critical-priority issue and confirming the opportunity appears in Salesforce with accelerated timeline.
Questions about this workflow
Shouldn't critical issues close faster than regular deals?
Exactly. Notis will set a 2-day or 24-hour close date for critical opportunities, reflecting the urgency. You define the timeline.
What if the issue turns out not to be a deal?
You can manually close or archive the opportunity in Salesforce. Or tell Notis: "Only create an opportunity if critical AND marked with the 'Revenue' label."
Can Notis notify the sales team immediately?
Yes. Set the notification channel to your sales Slack channel so they see the opportunity the moment it's created.
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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