Turn sales engineering requests into Jira work
Keep technical questions from prospects moving by turning the handoff into a Jira task with its context attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Technical questions raised during sales calls often require an internal answer, but creating and tracking the task can get lost among follow-ups.
- Give technical investigation a trackable owner and status in Jira.
- Keep the submitted question and account context with the work.
- Reduce the need to remember a separate task after a sales conversation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Jira once in the Notis portal.
- 2Create an automation named Sales engineering request and describe which questions need internal investigation.
- 3Choose a webhook trigger and send the question and account context to its endpoint.
- 4Choose where run reports should go, then test with one real technical request.
Questions about this workflow
Can this answer the prospect automatically?
This workflow creates Jira work. It does not send a response through Agile CRM.
What is useful to include?
Provide the question, relevant account context, any promised response timing, and a reference to the CRM record if available.
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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