How to connect Jira Software Server + Salesforce
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Popular Jira Software Server + Salesforce workflows
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- New IssueTriggers when you add an issue to a project of your selection.Trigger
- New Issue (Via JQL)Triggers when a new issue is added that matches some JQL.Trigger
- New Issue TypeTriggers when you add a new issue type.Trigger
- New PriorityTriggers when you add a new priority.Trigger
- New ProjectTriggers when a project is added.Trigger
- Updated IssueTriggers when an issue is updated.Trigger
- Add Watcher to IssueAdds a user to the issue's watcher list.Action
- Attach File to IssueAttaches a file to an existing (or newly created) Jira issue.Action
- Jira Software Server
Create a new issue, select your own project and issue type.
Scheduled
Action
- Jira Software Server
Updates an existing issue.
Scheduled
Action
- Jira Software Server
Searches for an issue, either using the issue's key, or its summary.
Scheduled
Action
- Jira Software Server
Find a user by name.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Jira Software Server + Salesforce Integrations Work
- Step 1: Authenticate Jira Software Server and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Jira Software Server Tutorials
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