Connect Jira Software Cloud and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue
New Issue (Via JQL)
Updated Issue
Updated Comment
New Comment
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Jira Software Cloud and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue
Triggers when a new issue is created
New Issue (Via JQL)
Triggers when a new issue is added that matches some JQL
Updated Issue
Triggers when an existing issue is updated
Updated Comment
Triggers when a comment on a issue is updated
New Comment
Triggers when a new comment is added to an issue
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
Do thisActions
Action is the task that follows automatically within your Jira Software Cloud integrations.
Find User
finds an existing user
Find Project
Searches for a project by name or key
Find Issue via JQL
Searches for an issue via JQL
Find Component
Searches for a component by name
Add Comment to Issue
Adds a new comment to an issue
Add Watcher to Issue
Adds a new watcher to an issue
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Frequently Asked Questions
To start, connect both your Jira Software Cloud and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Jira Software Cloud triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Jira Software Cloud data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Jira Software Cloud and Capsule CRM 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 Jira Software Cloud and Capsule CRM. 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.
About Jira Software Cloud
Jira 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.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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