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Admin configuration

Automations

Triggers

Sale linked to issue

Last updated 2 years ago

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