Launch coordinated campaigns when initiatives begin
New product initiatives, feature launches, or customer campaigns often start as Jira issues. Notis automatically creates the matching campaign in Salesforce, so marketing, product, and sales all see the same initiative at once.
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 campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
You kick off an initiative in Jira, but marketing and sales don't know about the campaign launch until weeks later. Timing is missed, coordination fails, and launch impact suffers.
- Instant alignment: campaign starts the same time as the initiative
- No manual handoffs: Notis tells marketing the campaign is ready
- Coordinated launches: product, marketing, and sales move together
- Reduce delays: campaigns don't start weeks after the initiative
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "When a new Jira issue labeled 'Initiative' or in the Marketing board is created, create a matching Salesforce campaign with the same name and a start date of today." Set the trigger to New Issue.
- 3Specify which Jira boards, projects, or labels signal an initiative.
- 4Choose your notification channel.
- 5Test by creating a test issue and confirming the campaign appears in Salesforce.
Questions about this workflow
Can Notis populate campaign fields automatically?
Yes. You might say, "Set the budget based on the issue's estimated effort" or "mark the type as Product Launch if it's in the product board." Notis can do that.
Should the campaign be created before or after the Jira issue is fully detailed?
It's created immediately when the issue is created. You can edit it in Salesforce if details change, or tell Notis to wait and sync details later.
What if I don't want every issue to create a campaign?
Add criteria: "Only create a campaign if the issue is labeled 'Launch' and assigned to the marketing team." Your specificity.
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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