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  1. Admin configuration
  2. Automations
  3. Triggers

Sale linked to issue

Last updated 3 years ago

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Actions will be executed when an Atlas CRM sale has been linked to a Jira issue. This can be triggered by manually linking a sale in Jira or Atlas CRM, or by the result of another automation.

The following actions can be configured when selecting this trigger.

Copy template fields to custom fields
Link a linked company
Link a linked contact