Capsule CRM + Jira Software Server Integration

Integrate Capsule CRM to Jira Software Server in one click, or tell Integrately AI how you want each opportunity handled. Create issues, assign tasks, update project statuses, and keep your engineering and sales teams aligned automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Jira Software Server
    Issue is created in Jira Software Server
  • Jira Software Server
    Issue is updated in Jira Software Server
  • Jira Software Server
    Issue is created(via JQL) in Jira Software Server
  • Jira Software Server
    Project is created in Jira Software Server
  • Jira Software Server
    Comment is added in Jira Software Server
  • Jira Software Server
    Issue type is created in Jira Software Server
  • Jira Software Server
    Issue priority is created in Jira Software Server
Arrow Right
2.
  • Capsule CRM
    Update person in Capsule CRM
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Jira Software Server
    Update issue in Jira Software Server
  • Jira Software Server
    Create issue in Jira Software Server
  • Jira Software Server
    Search issue by field in Jira Software Server
  • Jira Software Server
    Add comment to issue in Jira Software Server
  • Jira Software Server
    Add watcher to issue in Jira Software Server
  • Jira Software Server
    Get comment by issue in Jira Software Server
  • Jira Software Server
    Search user in Jira Software Server
  • Jira Software Server
    Search user by email in Jira Software Server

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Ready Workflows Ready Workflows for Capsule CRM + Jira Software Server Integration

Create issues from new opportunities, update tasks, sync project statuses, and notify your team, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Capsule CRM + Jira Software Server flow

Teams often need to alert engineering channels, document project details, or notify support teams once sales data hits their development boards. Pick a combination and activate it in one click.

Capsule CRM
Jira Software Server
+
SlackSlack (8)
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ConfluenceConfluence (8)
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GitHubGitHub (8)
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Jira Software CloudJira Software Cloud (8)
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ZendeskZendesk (8)
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Google DriveGoogle Drive (8)
C
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Create a Jira Software Server issue from every new Capsule CRM opportunity, and notify your sales channel in Slack
New Capsule CRM opportunities instantly create Jira Software Server issues while Slack alerts your sales channel, keeping engineering and sales aligned.
C
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Create a Jira Software Server issue for every new Capsule CRM case, and alert your support channel in Slack
Capsule CRM cases automatically open Jira Software Server issues and notify your support team in Slack, ensuring rapid triage.
J
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When a Jira Software Server issue is updated, add a note in Capsule CRM and notify your team in Slack
Jira Software Server issue updates automatically add notes to Capsule CRM records and notify your team in Slack.
C
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Create a Jira Software Server issue from every new Capsule CRM task, and notify your project channel in Slack
New Capsule CRM tasks generate Jira Software Server issues and alert your project channel in Slack.
C
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If a new Capsule CRM opportunity value exceeds ten thousand, create a high-priority Jira Software Server issue and alert executives in Slack
High-value Capsule CRM opportunities trigger high-priority Jira Software Server issues and executive Slack alerts.
J
C
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When a Jira Software Server issue is resolved, update the matching Capsule CRM case and notify the team in Slack
Resolved Jira Software Server issues automatically update Capsule CRM cases and notify your team in Slack.
C
J
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Use Claude to summarise every new Capsule CRM case, create a Jira Software Server issue with the summary, and post the brief in Slack
Claude summarises new Capsule CRM cases, creates Jira Software Server issues, and posts briefs in Slack.
C
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Turn every new Capsule CRM opportunity into a Jira Software Server issue, create a GitHub repository for it, and announce it in Slack
New Capsule CRM opportunities create Jira Software Server issues, spin up GitHub repositories, and announce updates in Slack.

Supported triggers and actions for Capsule CRM and Jira Software Server

Mix and match to build the exact automation you need

Capsule CRM
Capsule CRM Triggers & Actions
Instant
Person is created in Capsule CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Capsule CRM
Triggers the automation when a person's profile is updated
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Instant
Task is created in Capsule CRM
Triggers the automation when a new task is created
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Instant
Task is updated in Capsule CRM
Triggers the automation when any task is updated
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Instant
Opportunity is created in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Capsule CRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in Capsule CRM
Triggers the automation when a case is created
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Instant
Case is updated in Capsule CRM
Triggers the automation when any case is updated
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Instant
Organisation is created in Capsule CRM
Triggers the automation when a new organization is created
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Instant
Organisation is updated in Capsule CRM
Triggers the automation when any organization's profile is modified
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Update person in Capsule CRM
Generates a new person
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Create person in Capsule CRM
Generates a new person
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Search person in Capsule CRM
Retrieves information about a person
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Create opportunity in Capsule CRM
Creates a new instance of the support system
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Search opportunity in Capsule CRM
Searches for a opportunity
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Create task in Capsule CRM
Creates a new task
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Add note to entity in Capsule CRM
Adds a note to a entity
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Create organisation in Capsule CRM
Generates a new invoice
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Search organisation in Capsule CRM
Finds and retrieves information about a organization
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Search person or organisation in Capsule CRM
Searches for a person or organisation
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Add tag to entity in Capsule CRM
Assigns a tag to a designated entity
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Create case in Capsule CRM
Generates a new case entry
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Search case in Capsule CRM
Searches for a case record
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Search milestone in Capsule CRM
Searches for a milestone
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Jira Software Server
Jira Software Server Triggers & Actions
Issue is created in Jira Software Server
Triggers the automation when a new issue is created
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Issue is updated in Jira Software Server
Triggers the automation when an issue is modified
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Issue is created(via JQL) in Jira Software Server
Triggers the automation when a new issue is created via JQL
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Project is created in Jira Software Server
Triggers the automation when a new project is created
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Comment is added in Jira Software Server
Triggers the automation when a comment is added
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Issue type is created in Jira Software Server
Triggers the automation when a new issue type is added
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Issue priority is created in Jira Software Server
Triggers the automation when priority is assignd to any issue
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Update issue in Jira Software Server
Updates issue details with the latest information
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Create issue in Jira Software Server
Generates a new issue for tracking and resolving
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Search issue by field in Jira Software Server
Searches for issues based on a particular field
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Add comment to issue in Jira Software Server
Adds a comment to a issue
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Add watcher to issue in Jira Software Server
Assigns a user as a watcher on a issue
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Get comment by issue in Jira Software Server
Retrieves comments related to a issue
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Search user in Jira Software Server
Searches for a user
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Search user by email in Jira Software Server
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What can you automate with Capsule CRM + Jira Software Server?

Streamline your sales-to-engineering handoffs with powerful automated workflows connecting Capsule CRM and Jira Software Server.

What you can automate?
🚀
Create Jira issues from new Capsule CRM opportunities
Automatically open a Jira Software Server issue the moment a new opportunity or deal is registered in Capsule CRM. Bridge the gap between sales pipeline management and engineering sprint planning without manual copy-pasting.
📋
Capture every custom field and task detail
Map all submitted description fields, task notes, and opportunity values directly into your Jira Software Server issues. Ensure developers receive complete context on every incoming customer request.
🔔
Instant team alerts for new customer issues
Trigger immediate notifications in your team communication channels whenever a high-priority support case or task is created in Capsule CRM. Keep stakeholders informed without checking multiple dashboards.
🔀
Route issues based on submitted opportunity values
Evaluate incoming Capsule CRM opportunities and route them to different Jira Software Server projects or priority queues based on deal size, type, or custom field criteria.
🔄
Keep project records synchronized across platforms
Automatically update Capsule CRM notes and case statuses whenever corresponding issues are modified or progressed in Jira Software Server. Maintain accurate records across your sales and engineering tools.
🔍
Search and update instead of creating duplicates
Perform intelligent lookups to find existing Jira Software Server issues or Capsule CRM contacts before creating new records. Prevent clutter and eliminate duplicate task entries in your boards.
Handle later status changes and resolutions
Automatically update Capsule CRM cases and opportunities when engineering issues are marked resolved or closed in Jira Software Server. Close the loop between development completion and customer notification.
🌐
Extend your workflow to team communication apps
Connect your core Capsule CRM and Jira Software Server automation to Slack or Confluence to broadcast updates, document decisions, and keep your entire organization aligned.
And much more...

Who is Capsule CRM + Jira Software Server integration for?

Connecting Capsule CRM to Jira Software Server helps sales, support, and engineering teams eliminate manual handoffs and keep customer issues fully aligned.

Data and operations analysts
Data and operations analysts
Sales and account managers
Sales and account managers
Customer success leads
Customer success leads
Support team supervisors
Support team supervisors
Engineering project managers
Engineering project managers
Revenue operations directors
Revenue operations directors
📊
Data and operations analysts
You're reviewing pipeline reports in Capsule CRM, but project tracking boards only update when engineers manually copy new data, so your quarterly forecasts are always a few hours behind — with this integration, every new opportunity syncs instantly and your pipeline numbers stay current.
Sales and account managers
You're closing new deals in Capsule CRM, but engineering teams only find out about requirements days later when someone manually opens a ticket, so your delivery schedules slip — automating both apps means every won opportunity creates a Jira Software Server issue instantly and work begins right away.
🤝
Customer success leads
You're managing client cases in Capsule CRM, but stakeholders have to ask for status updates because your team updates Jira boards manually, so communication gaps form — connecting these apps means every case update syncs across both tools and your clients stay fully informed.
📈
Support team supervisors
You're handling dozens of support requests in Capsule CRM, but agents struggle to log every escalation in engineering boards before tickets pile up, so critical bug reports get lost — with this integration, every new case flows directly into Jira Software Server without manual data entry.
🔧
Engineering project managers
You're tracking development sprints in Jira Software Server, but developers have to wait for sales reps to email customer feature requests, so handoffs take too long — automating both apps means every task created in Capsule CRM immediately opens the right engineering issue.
🗂️
Revenue operations directors
You're auditing customer records in Capsule CRM, but audit trails break whenever sales and engineering logs drift out of sync, so historical reporting has gaps — this integration means every record update maintains a reliable, complete history across your entire tech stack.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Capsule CRM + Jira Software Server

Build and manage your Capsule CRM + Jira Software Server automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Capsule CRM + Jira Software Server with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Capsule CRM to Jira Software Server?
Frequently Asked Questions
You can connect Capsule CRM and Jira Software Server in 1 click using Integrately. Choose from 20 million+ templates or use Integrately AI to set up your custom workflow alongside apps like Slack and Confluence.
Can I automatically create Jira issues from new Capsule CRM opportunities?
Frequently Asked Questions
Can I connect Capsule CRM, Jira Software Server, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Capsule CRM and Jira Software Server?
Frequently Asked Questions
How do Capsule CRM opportunities and cases trigger actions in Jira Software Server?
Frequently Asked Questions
How do Jira Software Server issue updates sync back to Capsule CRM records?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Capsule CRM and Jira Software Server integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Capsule CRM or Jira Software Server With 1500+ Other Apps

Capsule CRM
Popular Capsule CRM Integrations
Connect Capsule CRM to CRMs, email marketing tools, and invoicing platforms to streamline your sales pipeline.
Jira Software Server
Popular Jira Software Server Integrations
Sync Jira Software Server with code repositories, CI/CD pipelines, and reporting tools to optimize development workflows.