How can I filter for only high-value deals?

DryMerge allows you to filter deals by their value. Define what constitutes a high-value deal for you, and DryMerge will ensure that only those deals create Jira tasks.

Can I customize the types of Jira tasks created based on different Salesforce deal stages?

Yes, you can customize the types of tasks created in Jira based on different deal stages in Salesforce. Specify the task type for each stage, and DryMerge will tailor the automation accordingly.

Which roles typically benefit from this automation?

This automation is especially beneficial for project managers and product managers who need to coordinate closely with sales and development teams to ensure a smooth handoff and timely project initiation.

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Jira + Salesforce

Create Jira Tasks for New Salesforce Deal Stages

Seamlessly manage the transition from sales to development by creating Jira tasks whenever a deal moves to a new stage in Salesforce. This automation captures all essential details and enables development to commence promptly, ensuring no critical information is lost.

New Deal Stage

Triggers when a deal reaches a new stage.

Create Task

Creates a corresponding task in Jira.

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

or pick a common variation below

Create Jira Tasks for New Salesforce Quotes

Jira + Salesforce

Create Jira Tasks for New Salesforce Opportunities

Jira + Salesforce

Create Jira Tasks for New Salesforce Field Service Visits

Jira + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Jira tasks for new Salesforce deal stages"

Create Jira tasks for new Salesforce deal stages

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 + Salesforce.

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.