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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Jira Software Server and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Create JIRA issues from new Salesforce cases
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Salesforce + Jira Software Server
Create Salesforce records for each new project in Jira Software Server
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Jira Software Server + Salesforce

Create JIRA issues from new Salesforce cases

Details

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Salesforce + Jira Software Server

Create Salesforce records for each new project in Jira Software Server

Details

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Jira Software Server + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Jira Software Server with Salesforce - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Issue" from Jira Software Server.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Jira Software Server and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Project
  Required
Trigger
Polling
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New Issue Type
Triggers when you add a new issue type.
Trigger
Polling
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New Project
Triggers when a project is added.
Trigger
Polling
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- Issue
  Required
- User
  Required
Action
Write
- Format_info
- Project
  Required
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Keyword
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Jql
  Required
Trigger
Polling
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New Priority
Triggers when you add a new priority.
Trigger
Polling
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- Project
  Required
Trigger
Polling
Try It
- Issue ID or Key
  Required
- File
  Required
Action
Write
- Issue Key
  Required
Action
Write
- Key
- Summary
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For AI agents & developers

Use Jira Software Server and Salesforce with AI agents and code

Beyond Zap workflows. Call Jira Software Server and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Jira Software Server and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Watcher to Issue
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Jira Software Server and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* jira-software-server / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Jira Software Server and Salesforce

Track key opportunities with Jira updates

When a Jira issue is updated, Zapier updates a Salesforce opportunity linked to the issue. This automation streamlines the process of keeping sales data up to date, reducing manual effort while giving business owners real-time insights into critical deals.

Business Owner

Try it

Log Salesforce opportunities as Jira issues

Every time a new opportunity is logged in Salesforce, Zapier automatically creates a corresponding issue in Jira. This helps IT teams track system changes required for new deals and aligns development cycles with sales efforts, ensuring no detail is overlooked.

Try it

Create Salesforce tasks from new Jira issues

When a new issue is created in Jira, Zapier automatically creates a corresponding task in Salesforce. This ensures that project updates are synchronized with sales activities. Teams can improve task tracking and foster better cross-functional communication.

Project Management

Try it

Learn how to automate Jira Software Server on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Jira Software Server to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Jira Software Server + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jira Software Server and Salesforce

What is required to integrate Jira Software Server with Salesforce?

To integrate Jira Software Server with Salesforce, you'll need user accounts on both platforms, appropriate access rights, and possibly some help from IT for setting up webhooks. You should also be aware of the necessary triggers in Jira, such as issue creation or updates, and the desired actions in Salesforce that should occur as a result of these triggers.

How do we handle authentication when connecting Jira Software Server to Salesforce?

Authentication typically involves API tokens or OAuth credentials specific to each platform. Our integration process will guide you through securely entering these credentials to ensure a seamless connection between Jira Software Server and Salesforce.

Can we create a Salesforce record when a new issue is created in Jira?

Yes, you can configure the integration so that every time a new issue is created in Jira Software Server, a corresponding record is automatically created in Salesforce. The specifics of what data is transferred and how it's mapped can be configured during the setup process.

What happens when an issue in Jira is updated? Can it trigger an update in Salesforce?

Definitely! An update to an issue in Jira can trigger updates in Salesforce as well. You can set specific rules for which fields trigger updates and how they map between the two systems, ensuring both platforms remain synchronized.

How do we manage conflicts if there are changes made simultaneously on both platforms?

Conflict management during simultaneous changes needs careful planning. Our integration tools allow you to define rules on conflict resolution, such as prioritizing updates from one system over the other or alerting users when conflicts arise.

Can actions taken within Salesforce affect data within Jira Software Server?

Yes, actions within Salesforce can indeed affect data within Jira. For example, closing an opportunity in Salesforce can trigger an action to transition related issues or resolve tasks within Jira Software Server as per your configuration settings.

Is it possible to automate workflows between the two systems? If so, how?

Certainly! Workflows between Jira Software Server and Salesforce can be automated using our integration tools by setting up triggers and corresponding actions across both platforms. Automation rules can be tailored to your business needs to improve efficiency.

About Jira Software Server

Jira is a bug and issue tracking tool that allows software developers to manage product development and build better software. This integration connects to self-hosted instances of Jira.

Learn moreLearn moreHelpHelp

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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

Connect Jira Software Server and Salesforce to power AI-driven automation

Launch your first automated workflow

Create JIRA issues from new Salesforce cases

Create Salesforce records for each new project in Jira Software Server

Create JIRA issues from new Salesforce cases

Create Salesforce records for each new project in Jira Software Server

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Jira Software Server and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Jira Software Server and Salesforce

Track key opportunities with Jira updates

Log Salesforce opportunities as Jira issues

Create Salesforce tasks from new Jira issues

Learn how to automate Jira Software Server on the Zapier blog

How to turn Google Forms entries into tasks and projects

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Make work flow with AI

Frequently Asked Questions about Jira Software Server + Salesforce integrations

Connect Jira Software Server to Salesforce on the world's largest no-code automation platform