Hello, I need to create automation when an opportunity is pushed to contract out in salesforce that the opportunity name is a new item in specific board for monday and the opportunity product is the subitem. I need to map information from salesforce. Then these new subitems need to be pushed to Jira. Please help! I have the scenarios almost there but need assistance.
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Hello @Ashley_Pfeiffer,
I’d love to help refine your automation and ensure your Salesforce → Monday.com → Jira workflow runs smoothly. Since your scenarios are almost complete, let’s focus on fine-tuning:
Salesforce Mapping: Are the Opportunity Name and Products mapping correctly in Monday.com?
Monday.com Subitems: Are they nesting properly under the right parent item?
Jira Integration: Are the subitems transferring with the right data?
If you can share any specific issues or screenshots, I can help troubleshoot and optimize your setup. Let me know how you’d like to proceed!
Looking forward to assisting you. You can also book a quick call here: Calendly.
Or reach out via email : Holinessonyemaechi@gmail.com
Best,
Holiness
I took a look at the screenshots you shared, and I’ve got something similar working!
Check your DM.
Hello @Ashley_Pfeiffer ,welcome to the make community, I would love to work with you on this, you can book a call Here to discuss the project requirements and you can checkout my upwork profile Here
Hi @Ashley_Pfeiffer would love to help you with this scenario.
We are a small team of make.com experts and have developed plenty of complex integrations. This project should not be a challenge to us.
If you are interested we would love to help you, you can schedule a call in here: 30 Min Meeting | Felipe Saucedo | Cal.com or check our. Website www.aspirity.com
Hi @Ashley_Pfeiffer,
I would loveto help you out with troubleshooting your scenario. Feel free to send me a DM here if you haven’t already found someone to assist you with this.
Regards,
Pam.
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