Atlas CRM Cloud
  • Atlas CRM Cloud
  • Release notes 2025
  • Release notes 2024
  • Release notes 2023
  • Release notes 2022
    • November 21st
    • September 8th
    • June 14th
    • June 1st
    • May 19th
    • May 11th
    • March 31st
    • March 15th
    • March 9th
    • March 2nd
    • February 21st
    • February 16th
    • February 4th
    • February 2nd
    • January 22nd - Atlas CRM 2.0
    • January 13th
    • January 10th
  • Getting started
    • Checklist
    • Core concepts
    • Installation
    • Language settings
    • Pricing
  • User functionalities
    • Companies
    • Contacts
    • Sales
    • Jira issues
    • Interactions
      • Manual Interactions
      • Gmail Integration
        • Installation
        • Feature overview
        • Admin settings
      • Outlook Integration
        • Installation
        • Feature overview
        • Admin settings
      • Jira Service Management Requests
    • Custom JQL
      • Practical examples
      • Queues in Jira Service Management
      • Gadgets on dashboards
      • Custom JQL automations
    • Confluence pages
    • Export
    • User preferences
  • Gmail integration
  • Admin configuration
    • Templates
    • Import
    • Sales configuration
    • Atlas CRM data on Jira issues
    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
    • User synchronization
    • JSM Connect
    • API
      • Authentication
      • Endpoints
  • Privacy / Security
    • Security policy
  • Relevant links
  • Marketplace
  • Support
  • Roadmap
  • Server / Data Center documentation
Powered by GitBook
On this page

Was this helpful?

  1. Release notes 2022

March 9th

Automations for Atlas CRM

Last updated 3 years ago

Was this helpful?

We are excited to bring Atlas CRM automations to you! With this brand new feature you can automate tasks that you perform daily in Jira. It also opens up new possibilities such as using Atlas CRM data in JQL search.

The possibilities are endless. You can read our blogpost to get an idea of what is possible with these automations.

We would love to hear your feedback and if there are any triggers and actions that you would like to see added next!

You can customise an automation or get started with a predefined blueprint that we have set up for you. More information about automations can be found .

https://apps.avisi.com/post/atlas-crm-blueprints-autolink-customer-to-service-desk-request
here
https://apps.avisi.com/post/filter-jira-issues-with-atlas-crm-data-using-jql
Creating an automation in Atlas CRM