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Notis

Bring stale prospect follow-up back into view

Turn aging prospect records into clear Jira follow-up work using the timing rules you provide.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

Why this helps

Follow-up can fade from view when prospect records sit untouched in a separate research list.

  • Surface follow-up candidates on a regular schedule
  • Apply your chosen aging threshold
  • Keep each candidate actionable in Jira

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Jira once in the Notis portal.
  • 2Create an automation in Automations, New Automation.
  • 3Ask Notis to create Jira follow-up tasks for supplied prospects whose last-contact date meets the threshold you specify.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real record that includes a last-contact date.

Questions about this workflow

Can Notis know when a prospect was last contacted?

Only if that date is included in the run data or otherwise supplied. Aeroleads capabilities listed here do not establish contact history.

Can I set the aging threshold?

Yes. State the threshold in your instruction and provide the relevant date for each record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Aeroleads to Jira. A trigger fires from one place; an action lands in another.

Aeroleads triggers

Jira actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Comment

Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.

ActionInstant

Add Watcher to Issue

Adds a user to an issue's watcher list by account id.

ActionInstant

Assign Issue

Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.

ActionInstant

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

ActionInstant

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

ActionInstant

Link Issues

Links two jira issues using a specified link type with optional comment.

ActionInstant

Create Project

Creates a new jira project with required lead, template, and type configuration.

ActionInstant

Connect any two apps with Notis in the middle.

Aeroleads and Jira, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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