Link Jira Issues Automatically When New Salesforce Accounts Appear
A new account arrives in Salesforce and Notis instantly finds all related Jira issues, linking them together. Your work is now unified and visible in one place.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Link Issues
Links two jira issues using a specified link type with optional comment.
Why this helps
A new account is created but work is scattered across multiple Jira issues. Your team has to manually hunt for related issues and link them, wasting time and causing confusion.
- Related Jira issues automatically linked when accounts are created
- Prevents searching for scattered work
- Creates a unified view of all work tied to an account
- Reduces manual issue linking overhead
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Jira to Notis.
- 2Ask Notis: 'When a new account is created in Salesforce, find and link all related Jira issues' or use Automations > New.
- 3Write your instruction: 'Search Jira for issues mentioning this account name or company, then link them together with a related issue link type.'
- 4Select 'Account Created or Updated' trigger and choose your notification channel.
- 5Test with a new account that has existing related work in Jira.
Questions about this workflow
How does Notis know which Jira issues relate to an account?
By your instruction. Tell it: 'Search for issues with this company name in the title' or 'Look for issues tagged with this account ID.'
What link type should be used?
Tell Notis in your instruction: 'Use the relates to link type' or 'Create parent-child links.'
What if no related Jira issues exist?
Notis will let you know and can optionally create a new parent issue if you want that in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Jira. A trigger fires from one place; an action lands in another.
Salesforce triggers
Jira actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add Attachment
Uploads and attaches a file to a jira issue.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
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When this happens · Trigger
Do this · Action
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