Integrate Jira Software Server with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Jira Software Server with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Jira Software Server

A trigger is an event that starts your Zap and runs the workflow. For example, with Jira Software Server, a trigger could be "New Issue."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Jira Software Server to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Jira Software Server to Salesforce with a Zapier template.

Our most popular template

Create JIRA issues from new Salesforce cases
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Salesforce + Jira Software Server

Create JIRA issues from new Salesforce cases

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Salesforce + Jira Software Server

Make work flow with AI

Level up your Jira Software Server to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Jira Software Server + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jira Software Server and Salesforce

What is required to integrate Jira Software Server with Salesforce?

To integrate Jira Software Server with Salesforce, you'll need user accounts on both platforms, appropriate access rights, and possibly some help from IT for setting up webhooks. You should also be aware of the necessary triggers in Jira, such as issue creation or updates, and the desired actions in Salesforce that should occur as a result of these triggers.

How do we handle authentication when connecting Jira Software Server to Salesforce?

Authentication typically involves API tokens or OAuth credentials specific to each platform. Our integration process will guide you through securely entering these credentials to ensure a seamless connection between Jira Software Server and Salesforce.

Can we create a Salesforce record when a new issue is created in Jira?

Yes, you can configure the integration so that every time a new issue is created in Jira Software Server, a corresponding record is automatically created in Salesforce. The specifics of what data is transferred and how it's mapped can be configured during the setup process.

What happens when an issue in Jira is updated? Can it trigger an update in Salesforce?

Definitely! An update to an issue in Jira can trigger updates in Salesforce as well. You can set specific rules for which fields trigger updates and how they map between the two systems, ensuring both platforms remain synchronized.

How do we manage conflicts if there are changes made simultaneously on both platforms?

Conflict management during simultaneous changes needs careful planning. Our integration tools allow you to define rules on conflict resolution, such as prioritizing updates from one system over the other or alerting users when conflicts arise.

Can actions taken within Salesforce affect data within Jira Software Server?

Yes, actions within Salesforce can indeed affect data within Jira. For example, closing an opportunity in Salesforce can trigger an action to transition related issues or resolve tasks within Jira Software Server as per your configuration settings.

Is it possible to automate workflows between the two systems? If so, how?

Certainly! Workflows between Jira Software Server and Salesforce can be automated using our integration tools by setting up triggers and corresponding actions across both platforms. Automation rules can be tailored to your business needs to improve efficiency.

Connect Jira Software Server and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Jira Software Server and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Project
  Required
Trigger
Scheduled
Try It
New Issue Type
Triggers when you add a new issue type.
Trigger
Scheduled
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New Project
Triggers when a project is added.
Trigger
Scheduled
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- Issue
  Required
- User
  Required
Action
Write
- Format_info
- Project
  Required
Action
Write

- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Keyword
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Jql
  Required
Trigger
Scheduled
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New Priority
Triggers when you add a new priority.
Trigger
Scheduled
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- Project
  Required
Trigger
Scheduled
Try It
- Issue
  Required
- File
  Required
Action
Write
- Issue Key
  Required
Action
Write
- Issue Key
  Required
- Summary
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Jira Software Server on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Jira Software Server

Jira is a bug and issue tracking tool that allows software developers to manage product development and build better software. This integration connects to self-hosted instances of Jira.

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