Get Jira Issue Details Automatically When Opportunities Change
An opportunity updates in Salesforce and Notis immediately fetches the related Jira issue details and posts them. Your team has full context without switching apps.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Get Issue
Retrieves a jira issue by id or key with customizable fields and expansions.
Why this helps
An opportunity changes but you don't know the related Jira issue status without checking manually. This creates delays and forces people to context-switch between Salesforce and Jira.
- Jira details automatically fetched when opportunities update
- No need to switch between Salesforce and Jira
- Team has complete context in one view
- Reduces delays from missing information
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Jira to Notis.
- 2Tell Notis: 'When a Salesforce opportunity updates, fetch the related Jira issue details and share them' or use Automations > New.
- 3Write your instruction: 'When an opportunity changes, look up the related Jira issue and fetch its status, assignee, and due date. Post this to the notification channel.'
- 4Select 'New or Updated Opportunity' trigger and choose your notification method.
- 5Test by updating an opportunity and verify the Jira issue details are fetched and shared.
Questions about this workflow
Which Jira issue details should be included?
Tell Notis in your instruction: 'Fetch the status, assignee, priority, and due date' or 'Include custom fields like effort estimate.'
What if no Jira issue is linked to the opportunity?
Notis will let you know and can optionally search Jira for a match based on company or title.
Where are the Jira details posted?
To your notification channel—Slack, email, or wherever you configure. Notis formats them for easy reading.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
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 Watcher to Issue
Adds a user to an issue's watcher list by account id.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
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.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Link Issues
Links two jira issues using a specified link type with optional comment.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Salesforce and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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