
When this happens...
New Contact
New Account
New Deal
New Task

Automatically do this!
Find User
Find Project
Find Issue via JQL
Find Component
Add Comment to Issue
Add Watcher to Issue
Link Issues
Moves Issue to Sprint
Find Issue
Find Issue by Key
Create Issue
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when a new task is created.
Triggers when a new issue is created
Triggers when a new issue is added that matches some JQL
Action is the task that follows automatically within your Freshsales Classic integrations.
Find an existing account by name or id.
Find an existing contact by email or id.
Create a new account.
Create a new contact.
Updates an existing account.
Updates an existing contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Freshsales Classic and Jira Software Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshsales Classic triggers actions in Jira Software Cloud (or vice versa).
Absolutely. You can customize how Freshsales Classic data is recorded in Jira Software Cloud. This includes choosing which data fields go into which fields of Jira Software Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Freshsales Classic and Jira Software Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Freshsales Classic and Jira Software Cloud. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn MoreJira Software Cloud is a powerful project management tool developed by Atlassian, designed to help teams plan, track, and manage their work efficiently. It offers a wide range of features including issue tracking, agile project management, and customizable workflows to streamline collaboration and productivity.
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