Make policy status exceptions visible
Have Notis review policy status records regularly and put unresolved exceptions into Jira.
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
Status changes and exceptions can be hard to spot when records are reviewed only during other work.
- Collects exceptions into visible Jira work.
- Includes available status and policy context.
- Supports a regular review habit.
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 which policy status exceptions warrant a Jira issue and ask it to include available record context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real exception record.
Questions about this workflow
Does this infer which statuses count as exceptions?
State the statuses or conditions that matter in your instruction. Notis should use only information available in the AgencyZoom records.
Can I have this run repeatedly?
Yes. Choose a recurring Notis schedule as the trigger.
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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