IRIS CRM + Jira Service Management

Update and manage leads in IRIS CRM by creating requests in Jira Service Management

Stay on top of your leads by instantly creating requests in Jira Service Management as soon as a lead's status is updated in IRIS CRM. This automation saves valuable time by seamlessly transferring important data between the two platforms, allowing your sales and customer service teams to efficiently process lead updates and respond with quick action. Resulting in improved collaboration and faster response times, this workflow streamlines your lead management process.

When this happens...
Lead Status Updated
Triggers when a lead's status is updated.
TriggerInstant
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Create Request
Create a new request.
ActionWrite

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Supported triggers and actions

- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write
- SiteRequired
- ProjectRequired
Trigger
Polling
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- SiteRequired
- ProjectRequired
- Request TypeRequired
Action
Write

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current StatusRequired
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write
- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket typeRequired
- SubjectRequired
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- SiteRequired
- ProjectRequired
Trigger
Polling
Try It
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

About Jira Service Management

Jira Service Management is help desk software that enables support agents to receive, track, manage and resolve requests from help seekers.

Related categories

Customer Support

IRIS CRM + Jira Service Management

Update and manage leads in IRIS CRM by creating requests in Jira Service Management

Supported triggers and actions

Lead Created

Lead File Uploaded

Lead Note Added

Lead Status Updated

Ticket Checklist Updated

Ticket Created

Ticket Type Updated

Add Comment to Ticket

Add Note to Lead

Create New Lead

Send Email to Lead

Update Lead

Update Existing Ticket

New Request

Create Request

Lead Deleted

Lead Email Received

Lead Restored

Lead Updated

Ticket Commented

Ticket Resolved

Ticket Updated

Add File to Lead

Assign User(s) to Lead

Create New Ticket

Send SMS to Lead

Update Lead Status

API Request (Beta)

Updated Request

API Request (Beta)

About IRIS CRM

Related categories

About Jira Service Management

Related categories