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Jira Software and Salesforce integration

Save yourself the work of writing custom integrations for Jira Software and Salesforce and use n8n instead. Build adaptable and scalable Development, Productivity, workflows that work with your technology stack. All within a building experience you will love.

How to connect Jira Software and Salesforce

Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Jira Software and Salesforce integration: Create a new workflow and add the first step

Provision new employee accounts to Google Workspace, Slack, Jira, and Salesforce

Provision new employee accounts to Google Workspace, Slack, Jira, and Salesforce This workflow streamlines the employee onboarding process by automatically provisioning user accounts across your organization's tech stack. By connecting HR input to IT operations, it eliminates manual data entry, reduces errors, and ensures new hires have access to the right tools from day one. Depending on the employee's department, the workflow intelligently routes the provisioning process to create specific accounts (e.g., Jira for Engineering, Salesforce for Sales) alongside standard company-wide access. Who is it for IT Administrators looking to automate identity management and access provisioning. HR Operations Managers who want to speed up the onboarding handover process. Startup Founders needing a scalable way to manage new hire accounts without expensive SaaS management tools. How it works Data Intake: The workflow is triggered by a Webhook (connected to a form like Typeform, Google Forms, or BambooHR) containing the new hire's details. Configuration: A central "Set" node establishes global variables, such as the default temporary password, welcome email subject, and the main Slack channel ID. Core Provisioning: It simultaneously creates a Google Workspace account and invites the user to a general Slack channel. Department Routing: A generic logic switch checks the department field: If Engineering: It creates a Jira user. If Sales: It creates a Salesforce user. Notification: Once all accounts are successfully provisioned, the workflow uses a generic email service (Gmail node) to send a welcome email to the new employee with their login details. How to set up Credentials: You will need to configure credentials for the following nodes: Google Workspace Admin, Slack API, Jira Software, Salesforce, and Gmail (or your preferred email provider). Configuration: Open the node named ⚙️ CONFIGURATION. Update the Slack_Channel_ID (where new users are invited) and the Default_Password to match your company's security policy. Webhook: Copy the Webhook URL from the start node and add it to your HR form or applicant tracking system. Requirements n8n: Version 1.0 or later recommended. Access: Admin privileges for Google Workspace, Slack, Jira, and Salesforce to generate the necessary API keys/tokens. How to customize the workflow Add Departments: Edit the "Check Department" Switch node to add routes for Marketing, Finance, etc., and connect them to relevant apps (e.g., HubSpot, Xero). Change Notification: Swap the Gmail node for Microsoft Outlook or Slack DM depending on how you notify managers. Enhance Security: Add a step to force a password reset on the first login if the identity provider supports it.

Build your own Jira Software and Salesforce integration

Create custom Jira Software and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Jira Software supported actions

Salesforce supported actions

Jira Software and Salesforce integration details

Jira Software

Jira Software

Jira is a unique project management tool for software developers that started as an issue tracking platform. Jira Software offers the same features of Jira Core, and also includes additional Agile functionalities.

Salesforce

Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Supercharge your CRM

Need a more powerful integration with your CRM? n8n lets you go beyond standard integrations offered by popular CRMs!

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Save engineering resources

Reduce time spent on customer integrations, engineer faster POCs, keep your customer-specific functionality separate from product all without having to code.

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FAQ about Jira Software integrations

Need help setting up your Jira Software and Salesforce integration?

Discover our latest community's recommendations and join the discussions about Jira Software and Salesforce integration.

  • trijste

    Help getting the MCP trigger to pass a variable into an http request tool

    trijste

    I’m trying to build an MCP server that has access to my Salesforce org, but only at the schema and describe object level, ideally to provide more information for building out SOQL queries using custom fields from custom …

    Open topic
  • DV

    Salesforce platform events capture - to trigger N8n flow

    DV

    I could not find node of trigger type, which will start workflow when “platform event is publishjed from salesforce”. I am looking for support in n8n to listen to platform event as soon as published by SalesForce.

    Open topic
  • Graeme Smith

    How to connect credentials to Salesforce Custom Domain?

    Graeme Smith

    Describe the problem/error/question Unable to create credentials (oauth) for salesforce sandbox with custom domain What is the error message (if any)? error=redirect_uri_mismatch redirect_url_must_match_configuration I…

    Open topic

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Why

Why use n8n to integrate Jira Software with Salesforce

Handle branching, merging and iteration easily. Pause your workflow to wait for external events.

Re-run single steps to test changes in no time. And pin your data to avoid generating trigger events every time you execute.

Your data is displayed alongside your settings, making edge cases easy to track down.

Use 1000+ workflow templates available from our core team and our community.

Copy and paste, easily import and export workflows.

Simple enough to 
understand + sophisticated 
enough to ship