Update Salesforce Record Status automatically when Jira Issue Status is updated

Content Image

  • Follow the link to deploy Jira field.
  • Create Record-Triggered Flow .
  • In Configure Start, choose the Peeklogic Jira Issue object, select ‘A record is updated’ under Configure Trigger.

Content Image

  • Set condition for the Jira Issue peeklogic_jc__Status__c -> Is Changed -> True.

Content Image

  • In Update Records, select ‘Specify conditions to identify records, and set fields individually’ and choose a Salesforce object.

Content Image

  • Set condition for Salesforce object Id -> Equals -> Record > Object Connect > SF Object Id.

Content Image

  • In Set Fields Values for Salesforce Records, set Status <- Record > Status, if Statuses of a Salesforce object are the same as Statuses of Jira Issue.

Content Image

If the statuses of a Salesforce object differ from the statuses of a Jira Issue, introduce a Decision element to examine the statuses of the Jira Issue.

Content Image

Create Update Records elements for every outcome of the Decision element.

Content Image

In every Update Records element, set a specific value for the Status field.

Content Image

  • Save and activate Flow.

 

Video of configurations

Ready to simplify your Salesforce integrations?

    Peeklogic AI Orchestrator