How can I filter deals that create Jira epics?

You can filter deals based on criteria like value, customer, or closing probability. Specify your filters, and DryMerge will create epics for those deals.

Can I specify which deals qualify as large?

Yes, you can define criteria such as deal value or strategic importance to determine which deals result in Jira epics. DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

Sales and project management teams use this automation to ensure that large deals are supported with dedicated project management resources, tracked through Jira epics.

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Jira + Zoho CRM

Create Jira Epics from Large Zoho CRM Deals

Ensure large deals are tracked with appropriate project management oversight by creating Jira epics for significant Zoho CRM deals. This automation aids in managing high-stakes projects efficiently.

New Large Deal

Triggers when a large deal is recorded in Zoho CRM.

Create Jira Epic

Creates a Jira epic to manage the large deal.

See more Jira to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Jira Issues from Zoho CRM Case Escalations

Jira + Zoho CRM

Alert Jira Teams for Zoho CRM Deal Closures

Jira + Zoho CRM

Create Jira Issues for Overdue Zoho CRM Tasks

Jira + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Jira epics from large Zoho CRM deals"

Create Jira epics from large Zoho CRM deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Jira + Zoho CRM.

Get Issue Schema

Retrieves the schema for a Jira issue type

Add Attachment to Jira Issue

Adds a file attachment to a Jira issue

Link Jira Issues

Links two Jira issues

Create Jira Issue

Creates a new Jira issue

Update Jira Issue

Updates an existing Jira issue

Add Comment to Jira Issue

Adds a comment to a Jira issue

Add Watcher to Jira Issue

Adds a watcher to a Jira issue

Move Jira Issue to Sprint

Moves a Jira issue to a sprint

Search Issues

Searches for Jira issues based on a query

List Issue Types

Lists all Jira issue types

List Projects

Lists all Jira projects

List Sprints

Lists all Jira sprints

App details

Jira

Jira is a powerful project management tool for agile teams to plan, track, and release software. Create user stories, issues, plan sprints, and distribute tasks across your software team.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.