Keep expense review issues current
Refresh existing Jira expense review issues with current Altoviz details so reviewers have the context they need.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Edit Issue
Updates an existing jira issue with field values and operations. supports direct field parameters (summary, description, assignee, priority, etc.) that are merged with the fields parameter. direct parameters take precedence.
Why this helps
Expense review issues become stale when new billing details stay in Altoviz and nobody remembers to copy them over.
- Refresh existing review issues with available expense context.
- Keep reviewers from switching between billing records and Jira to find updates.
- Use one scheduled review to identify relevant existing work.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and Jira once in the Notis portal.
- 2Create an automation and tell Notis to find the matching Jira expense review issue and update it with current Altoviz details returned for the expense.
- 3Choose notis_cron and select the review schedule.
- 4Choose where run reports go, then test with one real expense and its Jira issue.
Questions about this workflow
How does Notis know which Jira issue to update?
Describe a reliable matching identifier, such as an expense reference stored in the Jira issue and available from Altoviz. If there is no shared identifier, supply matching context in your instruction.
Will this create Jira issues when none match?
This workflow is instructed to update matching issues. If you want unmatched expenses tracked too, describe that behavior explicitly in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Jira. A trigger fires from one place; an action lands in another.
Altoviz 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.
Altoviz and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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