Find the Right Jira Board When Opportunities Change
An opportunity updates in Salesforce and Notis shows you which Jira boards contain related work. No hunting around, just instant visibility.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
List Boards
Retrieves paginated jira boards with filtering and sorting options.
Why this helps
An opportunity changes and you need to find the related work in Jira, but you don't know which of five boards it's on. You waste time searching.
- Quickly find which Jira boards contain related work
- No wasted time searching across multiple boards
- Instantly see the right project/board for each opportunity
- Reduces context-switching and hunting
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Jira to Notis.
- 2Tell Notis: 'When an opportunity updates, show me which Jira boards have related work' or use Automations > New.
- 3Write your instruction: 'Search Jira boards for issues related to this opportunity and list all matching boards.'
- 4Select 'New or Updated Opportunity' trigger and choose your notification channel.
- 5Test by updating an opportunity and verify the relevant Jira boards are listed.
Questions about this workflow
How does Notis know which boards are relevant?
By searching for issues with the opportunity name, company, or ID. Tell Notis the matching criteria in your instruction.
What if an issue exists but it's on a hidden board?
Notis will only show boards you have access to. If you need hidden boards, update your Jira permissions.
Can you also list specific issues found on each board?
Yes. Tell Notis: 'List the board name and show the related issues found on each one.'
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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