Connect Agile CRM to Jira
When something happens in Agile CRM, Notis takes the next step in Jira. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agile CRM to Jira
Turn a Qualified Agile CRM Lead Into a Jira Follow-Up
Start a Jira task when a qualified lead needs product, sales engineering, or onboarding follow-up.
Batch Campaign Responses Into Jira Issues
Create Jira issues in a batch when an Agile CRM campaign response needs coordinated internal work.
Add Agile CRM Support Context to a Jira Issue
Append a support escalation summary to the related Jira issue so the team can respond with customer context.
Assign a Jira Issue From an Agile CRM Owner Handoff
Use an owner handoff supplied from Agile CRM to assign a Jira issue to the corresponding Jira user.
Refresh Jira Issue Details From an Agile CRM Handoff
Update an existing Jira issue with new account or customer context submitted from Agile CRM.
Review Open Agile CRM Commitments Against Jira Work
On a schedule, review submitted CRM commitments and search Jira for matching work that may need attention.
Move a Jira Renewal Follow-Up to Its Next State
On a schedule, transition a known Jira renewal follow-up when supplied CRM context confirms its next step is ready.
Turn Agile CRM Product Feedback Into a Jira Issue
Create Jira work from a customer feedback handoff that needs product or engineering review.
Notify Jira Stakeholders About a Customer Impact
Send a customized issue notification when a customer impact handoff needs attention from Jira stakeholders.
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Jira. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agile CRM and Jira
Connect any two apps with Notis in the middle.
Agile CRM and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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