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Find customer-related Jira work with a complex search

Use a recurring Jira search to bring matching customer work into one review, even when the criteria are lengthy.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Issues Using JQL (POST)

Searches for jira issues using jql via post request for complex queries; ideal for lengthy jql queries that might exceed url character limits

Why this helps

Finding the right customer-related issues can take repeated searching when the team relies on several criteria at once.

  • Handle complex JQL criteria using Jira's POST search action.
  • Review matching Jira issues together on a recurring schedule.
  • Reduce repeated manual searches for customer-related work.

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Jira once in the Notis portal.
  • 2Create an automation named Customer work JQL review and describe the search criteria and desired summary.
  • 3Choose a recurring schedule and specify how the automation receives the account or customer criteria.
  • 4Choose a report channel, then test with one real set of search criteria.

Questions about this workflow

Why use the POST search action?

It is intended for complex JQL queries that may exceed URL length limits.

Does it pull customer criteria from Agile CRM?

No Agile CRM read action is listed. Provide the criteria or account data the search should use.

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.

TriggerScheduled

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Comment

Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.

ActionInstant

Add Watcher to Issue

Adds a user to an issue's watcher list by account id.

ActionInstant

Assign Issue

Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.

ActionInstant

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

ActionInstant

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

ActionInstant

Link Issues

Links two jira issues using a specified link type with optional comment.

ActionInstant

Create Project

Creates a new jira project with required lead, template, and type configuration.

ActionInstant

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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