Jira Software Cloud + Redtail CRM

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 Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create Issue
Creates a new issue.
ActionWrite

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Supported triggers and actions

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
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- 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
- IssueRequired
- CommentRequired
Action
Write
- First IssueRequired
- Link TypeRequired
- Second IssueRequired
Action
Write
- IssueRequired
- Time SpentRequired
- Work Description
- Started Date
Action
Write
- IssueRequired
- FormRequired
Action
Write
- IssueRequired
- FormRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ProjectRequired
- NameRequired
Action
Search
- FilterRequired
- Max Results
- Fields
Action
Search
- Key
- Fields
Action
Search
- Search by ParameterRequired
Action
Search
- KeywordRequired
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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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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- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
- ProjectRequired
- Status
- Assignee
Trigger
Polling
Try It
- IssueRequired
- AttachmentRequired
Action
Write
- IssueRequired
- Form actionRequired
- Submit formRequired
Action
Write
- IssueRequired
- User
Action
Write
- Format Info
- ProjectRequired
- Issue TypeRequired
Action
Write
- IssueRequired
- Project
- BoardRequired
- SprintRequired
Action
Write
- Format Info
- IssueRequired
- Status
Action
Write
- Attachment IDRequired
Action
Search
- Summary
- Key
- Fields
Action
Search
- JQLRequired
- Fields
Action
Search
- Filter Name
- Owner Name
Action
Search
- BoardRequired
- SprintRequired
Action
Search
- Summary
- Key
- Fields
- Format Info
- ProjectRequired
- Issue TypeRequired
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.

Learn more

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Jira Software Cloud + Redtail CRM

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

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

New Issue (Via JQL)

Updated Issue

Add Comment to Issue

Link Issues

Add Work Log to Issue

Delete Form

Submit Form

API Request (Beta)

Find Component

Find Issues by Filter

Find Issue by Key

Find Project

Find User

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

New Issue

Issue Status Changed

Add Attachment to Issue

Add or Edit Form on Issue

Add Watcher to Issue

Create Issue

Move Issue to Sprint

Update Issue

Get Attachment Content

Find Issue

Find Issues (Via JQL)

Find Filters

Get Sprint Information

Find or Create Issue

About Jira Software Cloud

Related categories

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces