Document Salesforce Task Completion in Jira Automatically
A task completes in Salesforce and Notis posts a note to the related Jira issue saying 'Completed.' Your work history is complete in one place.
Trigger
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.
Action
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Why this helps
Tasks get completed in Salesforce but the related Jira issue has no record of it. You have to look in both systems to understand the full history.
- Task completions automatically documented in Jira
- Complete work history in one system
- Reduces need to check Salesforce for completion status
- Improves team clarity on what's actually done
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Jira to Notis.
- 2Ask Notis: 'When a Salesforce task is completed, add a comment to the related Jira issue' or use Automations > New.
- 3Write your instruction: 'When a Salesforce task is marked Completed, post a comment in Jira saying the task is done with completion details.'
- 4Select 'Task Created or Completed' trigger and choose your notification channel.
- 5Test by completing a task in Salesforce and verify the Jira comment appears.
Questions about this workflow
What information should the comment include?
Tell Notis in your instruction: 'Include the task name, completion date, and completed by user.'
How does Notis find the related Jira issue?
By your instruction—link by task name, tag, or custom field. Tell Notis how to match them.
Can the comment mention or assign someone?
Yes. Include that: 'Mention the task owner and notify them the work is done.'
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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