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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.

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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Jira Software CloudJira Software Cloud
    Create Issue

    Creates a new issue.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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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.
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Related categories

  • Project Management
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redtailcrm logo

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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