Route Jira follow-up using an Agile CRM owner handoff
Turn an ownership handoff into a clear assignee on the Jira issue that needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Why this helps
When customer ownership changes, the related Jira work can stay assigned to someone who no longer owns the follow-up.
- Make ownership changes visible on the existing Jira issue.
- Resolve a supplied email or name when assigning the issue.
- Reduce the chance that follow-up remains with the previous owner.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Jira once in the Notis portal.
- 2Create an automation named CRM owner to Jira assignee and describe how a handoff should change issue ownership.
- 3Choose a webhook trigger and include the Jira issue key plus the new owner's identifying details.
- 4Choose a report channel, then test with one real ownership handoff.
Questions about this workflow
Can the action find a Jira user by email or name?
The Assign Issue action supports email and name lookup as well as assignment to a default assignee or unassignment.
Does Agile CRM trigger this automatically?
No Agile CRM trigger is listed. The handoff must be sent to the Notis webhook.
When this happens · Trigger
Do this · Action
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.
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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