Case Study: Namely achieves no-code, real-time two-way Salesforce-Jira sync with Workato

This Admin Created a Two Way Sync Between Salesforce and Jira with No Code

Namely, a mid-market HR, payroll, and benefits platform, needed a reliable way to connect its developer hub in Jira with the rest of the company on Salesforce so customer success and other teams would always see product updates and bugs—without tying up scarce engineering resources. Systems admin Cheryl Feldman set out to solve the problem of lost information sitting in Slack and email by building a two-way sync between Jira and Salesforce herself, despite having no coding background.

Cheryl used Workato to create a no-code recipe that keeps ticket status and comments synchronized between Jira and Salesforce, giving client-facing teams automatic visibility while leaving developers undisturbed. The basic integration was live in one day and fully enhanced within a week, delivering faster, cheaper results than a custom build (weeks versus months), improved customer success communication, and easy future adjustments; Workato even added comment-passing functionality after request.

Namely

Cheryl Feldman

Manager of Systems Administration