How can I filter for high-priority field service visits only?

DryMerge allows you to filter field service visits based on priority. Specify what constitutes a high-priority visit, such as keywords or specific criteria, and DryMerge will handle the rest.

Can I use this for internal meetings instead of field service visits?

Yes, you can adjust the use case to cater to internal meetings instead. Just specify the details of the meetings, and DryMerge will set up the automation accordingly.

Who uses this automation and for what purpose?

This automation is commonly used by operations managers and field service coordinators to ensure that both service technicians and development teams are informed and coordinated about upcoming visits.

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Jira + Salesforce

Create Jira Tasks for New Salesforce Field Service Visits

This automation streamlines field service management by ensuring that every visit scheduled in Salesforce automatically creates a corresponding task in Jira. This helps keep both service and development teams aligned and aware of on-site activities, improving overall coordination and efficiency.

New Field Service Visit

Detects whenever a new field service visit is scheduled in Salesforce.

Create Jira Task

Automatically generates a new task in Jira for the scheduled visit, keeping all teams in sync.

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

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Create Jira Tasks for New Salesforce Deal Stages

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 field service visits"

Create Jira tasks for new Salesforce field service visits

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 Salesforce + Jira.

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.