Prepare for upcoming renewals with visible Jira work
Ask Notis to review the upcoming renewal horizon and create Jira prep tasks for policies that need advance attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Renewal preparation often begins late when the upcoming dates are scattered across client records.
- Makes upcoming renewal work visible ahead of time.
- Creates focused preparation tasks from policy records.
- Helps teams plan renewal outreach.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what date range counts as upcoming and which renewals warrant Jira preparation issues, using available policy details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real upcoming renewal.
Questions about this workflow
How far ahead does the review look?
Set the date window in your instruction. Notis should use renewal dates available in AgencyZoom.
Does this send renewal messages to clients?
No. It creates Jira preparation issues. Client communications are outside the listed Jira actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Jira. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Agencyzoom and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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