Get serious customer blockers into the engineering queue
Create a clear engineering issue when a customer case meets your escalation criteria, with the impact and supporting evidence included.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create an issue
Creates an issue in a repository.
Why this helps
A customer blocker can stay in a sales or support workflow even when engineering needs to investigate it.
- Apply consistent escalation criteria to customer cases.
- Give engineering a concise account of impact and evidence.
- Reduce the chance that a blocker waits for manual triage.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Bitbucket once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Define what qualifies as a customer blocker and what evidence the Bitbucket issue must contain.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real qualifying case and confirm the issue contains no unsupported claims.
Questions about this workflow
Who defines the escalation criteria?
Add your team's criteria in the automation instruction, such as a documented severity or a specific customer impact.
Can this guarantee urgency or a fix date?
No. It can record evidence and impact from the CRM context, but should not invent priority, ownership, or delivery commitments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bitbucket. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Bitbucket actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a branch
Creates a branch in a repository.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Approve Pull Request
Approves a pull request as the authenticated user.
Create an issue
Creates an issue in a repository.
Browse repository path
Retrieves a file or browses directory contents at a repository revision.
Create an issue comment
Adds a comment to an existing issue.
Create a pull request
Creates a pull request in a repository.
Create repository
Creates a Git repository in a workspace.
Create snippet comment
Posts a comment or threaded reply on a snippet.
Connect any two apps with Notis in the middle.
Agile CRM and Bitbucket, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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