How to create Jira issues when a deal closes in Pipedrive

A trigger is responsible for detecting changes in your connected apps and running your playbook in response.

In this case, the "Deal won" trigger for Pipedrive will automatically create new playbook runs whenever a deal is marked as won.

Click "Add trigger" in your playbook, select the "Deal won" trigger, and set it up. If this is the first time you're setting it up, you'll be prompted to connect your Pipedrive account.

A playbook contains steps that will be executed during every run. Automations are steps that take some action in another tool.

In this playbook, you can set up some "Create issue" automations for Jira to file the tickets needed to e.g. onboard a new customer.

Click the "Add step" button, then navigate to "Automations", find the Jira automation, and fill out the details. If this is the first time you're setting it up, you'll be prompted to connect your Jira account.