When Salesforce opportunity information is registered, add an issue to Jira Software.

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■Overview‍

This flow adds an issue to Jira Software when new opportunity information is registered in Salesforce.

You can freely configure the content of the tasks added to Jira Software.

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‍■Notes

‍・Please integrate Yoom with both Salesforce and Jira Software.

・Salesforce is an app available only with the Team Plan and Success Plan.

・For Free Plan and Mini Plan users, the operations and data connections of the configured flow bot will result in errors, so please be cautious.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.

・During the free trial, you can use apps that are normally restricted.

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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce

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Jira Software

Yoom allows you to utilize the Jira Software API without any code. For example, you can automatically register tasks and bugs via the API. By integrating with Github, you can easily synchronize Github issues with Jira.

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