Jira Software Cloud + Redtail CRM

Jira Software Cloud + Redtail CRM integrations

Create new Jira Software Cloud issues from newly created Redtail CRM activities

Effortlessly track Redtail CRM activities by creating corresponding issues in Jira Software Cloud with this smart workflow. Whenever a new activity is added in Redtail CRM, the automation takes over and instantly generates an issue in Jira Software Cloud. Stay organized and up-to-date with all tasks, so you can focus on higher priority matters while ensuring seamless coordination between apps.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create IssueCreates a new issue.
ActionWrite

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

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

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
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

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
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 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.

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Related categories

Project Management

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Related categories

CRM (Customer Relationship Management)

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