Capsule CRM + Jira Software Cloud

Capsule CRM + Jira Software Cloud integrations

Create Jira Software Cloud issues for new or updated Capsule CRM opportunities

Effortlessly manage your sales pipeline and collaborate on new or updated opportunities in Capsule CRM by creating issues in Jira Software Cloud. With this convenient workflow, your team can easily track progress, assign tasks, and prioritize work on potential deals. This integration streamlines your business processes and keeps your team in the loop for a faster, more efficient sales cycle.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create IssueCreates a new issue.
ActionWrite

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More things you can do with Capsule CRM and Jira Software Cloud

Discover other triggers and actions you can use with Capsule CRM and Jira Software Cloud

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- JQL
- Order_by
Trigger
Polling
Try It
- Project
- Status
Trigger
Polling
Try It
- Issue
  Required
- Comment
  Required
Action
Write
- First Issue
  Required
- Link Type
  Required
- Second Issue
  Required
Action
Write
- Issue
  Required
- Time Spent
  Required
- Work Description
- Started Date
Action
Write
- Issue
  Required
- Form
  Required
Action
Write
- Issue
  Required
- Form
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Project
  Required
- Name
  Required
Action
Search
- Filter
  Required
- Max Results
- Fields
Action
Search
- Key
- Fields
Action
Search
- Search by Parameter
  Required
Action
Search
- Keyword
  Required
Action
Search

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Project
- Status
Trigger
Polling
Try It
- Project
  Required
- Status
- Assignee
Trigger
Polling
Try It
- Issue
  Required
- Attachment
  Required
Action
Write
- Issue
  Required
- Form action
  Required
- Submit form
  Required
Action
Write
- Issue
  Required
- User
Action
Write
- Format_info
- Project
  Required
- Issue Type
  Required
Action
Write
- Issue
  Required
- Project
- Board
  Required
- Sprint
  Required
Action
Write
- Format_info
- Issue
  Required
- Status
Action
Write
- Attachment ID
  Required
Action
Search
- Summary
- Key
- Fields
Action
Search
- JQL
  Required
- Fields
- Max results
Action
Search
- Filter Name
- Owner Name
Action
Search
- Board
  Required
- Sprint
  Required
Action
Search
- Summary
- Key
- Fields
- Format_info
- Project
  Required
- Issue Type
  Required
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn moreLearn moreHelpHelp

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About Jira Software Cloud

Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product development. This integration connects to cloud-hosted instances of Jira.

Learn moreLearn moreHelpHelp

Related categories

Project Management