Connect Kylas CRM and Jira Software Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact
Lead Updated
New Deal
Choose an Action
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
Ready to use Kylas CRM and Jira Software Cloud automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas CRM.
New Deal
Triggers when a new deal is generated in the system.
New Issue
Triggers when a new issue is created
New Issue (Via JQL)
Triggers when a new issue is added that matches some JQL
Do thisActions
Action is the task that follows automatically within your Kylas CRM integrations.
Create Lead
Create a new lead in Kylas CRM.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Create Deal
Create a new sales deal
Find Contact
Find contact by ID or keyword
Search Deal
Find deals by ID or keyword.
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Frequently Asked Questions
To start, connect both your Kylas CRM and Jira Software Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Kylas CRM triggers actions in Jira Software Cloud (or vice versa).
Absolutely. You can customize how Kylas CRM 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 Kylas CRM 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 Kylas CRM 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.
About Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
Learn MoreAbout 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 More
