Assign Jira follow-up for at-risk accounts
Give account follow-up a clear owner when Baremetrics data meets your risk criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Why this helps
A team may notice an at-risk account but still leave the next step without an owner.
- Assign follow-up issues to the owner you identify.
- Use your own account risk criteria.
- Make ownership visible alongside customer context.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the risk criteria, matching Jira issue, and assignee in one instruction.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real example and confirm the intended issue owner.
Questions about this workflow
How should I specify the owner?
Name the Jira user or provide another reliable identifier in your instruction. Jira supports assignee lookup by email or name.
Will this create an issue if none exists?
This workflow assigns an existing issue. Describe which issue to find and test that lookup before relying on the assignment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Jira. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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