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  1. Admin configuration
  2. Automations
  3. Actions

Link company based on reporter's email

Last updated 6 months ago

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You can use this action in combination with the Issue created and the Issue updated trigger to automatically link an Atlas CRM company based on the reporter of the issue.

This action is commonly used in a Jira Service Management project. With this action, you can automatically link the right customer to the support request.

When this action is configured, an Atlas CRM company will automatically be linked to the Jira issue if their is a match between the reporter's email-domain and the domain in the website field in the Atlas CRM company template.

For example: When a user with email example@avisi.nl creates an issue, avisi.nl will be compared to the website field (e.g. https://www.avisi.nl - www.avisi.nl - avisi.nl)

When there are multiple matches found, only one will be linked.

Are you looking for a different way to find the right customer thats needs to be linked to the issue? Take a look at Link .

company based on custom field