Capsule CRM + Jira Software Cloud

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 Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Create Issue
Creates a new issue.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- JQL
- Order By
Trigger
Scheduled
Try It
- Info
- Jira Cloud SiteRequired
- Jira Email AddressRequired
- Jira API TokenRequired
- Projects to Trigger On
Trigger
Instant
Try It
- IssueRequired
- AttachmentRequired
Action
Write
- First IssueRequired
- Link TypeRequired
- Second IssueRequired
Action
Write
- Format Info
- ProjectRequired
Action
Write
- Format Info
- IssueRequired
- Status
Action
Write
- ProjectRequired
- NameRequired
Action
Search
- JQLRequired
Action
Search
- KeywordRequired
Action
Search

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
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
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Value
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Project
- Status
Trigger
Scheduled
Try It
- Project
- Status
Trigger
Scheduled
Try It
- Info
- Jira Cloud SiteRequired
- Jira Email AddressRequired
- Jira API TokenRequired
- Projects to Trigger On
Trigger
Instant
Try It
- IssueRequired
- CommentRequired
Action
Write
- IssueRequired
- User
Action
Write
- IssueRequired
- Project
- BoardRequired
- SprintRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Summary
- Key
Action
Search
- Search by ParameterRequired
Action
Search
- Summary
- Key
- Format Info
- ProjectRequired
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 more Help

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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 more

Related categories

Project Management

PRODUCTS

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By team

Capsule CRM + Jira Software Cloud

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

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

New Issue (Via JQL)

JQL

Order By

New Comment

Info

Jira Cloud SiteRequired

Jira Email AddressRequired

Jira API TokenRequired

Projects to Trigger On

Add Attachment to Issue