Jira and Salesforce integrations and automations

Do everything in one place

Customize your Jira and Salesforce integration with the following triggers and actions.

Triggers

When this happens…

Jira
  • Export new issues in Jira
    Export new issues in Jira
  • Export new/updated issues in Jira
    Export new/updated issues in Jira
  • New event Real-time
    New event in Jira
  • New issue
    New issue in Jira
  • New issue Batch
    New issue in Jira
  • New project
    New project in Jira
  • New/updated comment Real-time
    New/updated comment in Jira
  • Updated issue
    Updated issue in Jira
  • Updated issue Batch
    Updated issue in Jira
  • New/updated issue Real-time
    New/updated issue in Jira
  • New/updated worklog Real-time
    New/updated worklog in Jira

    • Any other trigger you can think up

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Actions

Do this…

Jira
  • Custom action
    Custom action in Jira (Custom)
  • Assign user to issue
    Assign user to issue in Jira
  • Create comment
    Create comment for issue in Jira
  • Create issue
    Create issue in Jira
  • Create user
    Create user in Jira
  • Get user details
    Get user in Jira
  • Download attachment
    Download attachment from issue in Jira
  • Get changelog of an issue
    Get changelog of an issue in Jira
  • Get issue
    Get issue details from Jira
  • Get issue comments Batch
    Get list of issue comments for issue in Jira
  • Get issue schema
    Get issue schema for Jira
  • Search assignable users Batch
    Search assignable users for issue in Jira
  • Search issues Batch
    Search issues in Jira
  • Search issues by JQL Batch
    Search issues by JQL in Jira
  • Update comment
    Update comment for issue in Jira
  • Update issue
    Update issue in Jira
  • Update issue status
    Update status of issue in Jira
  • Upload attachment
    Upload attachment to issue in Jira

    • Any other action you can think up

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry objects bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo