Give quiet leads a clear next step
Have Notis scan AgencyZoom leads on a schedule and group follow-up work into Jira issues.
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
Leads that need another touch can disappear among active sales conversations and client work.
- Surfaces quiet leads for a fresh review.
- Creates multiple Jira follow-ups in one batch.
- Makes the recurring review predictable.
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 to review leads in AgencyZoom for signs they need another touch and create a Jira issue for each one, noting any missing follow-up history.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead example.
Questions about this workflow
Can Notis know how long a lead has been quiet?
It can use dates or history available in AgencyZoom. If the needed activity history is unavailable, provide the criterion in your instruction or identify the missing data.
Why create the follow-ups in a batch?
The Jira bulk create action can create multiple issues in one call, up to its supported limit.
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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