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Turn dunning changes into Jira follow-up

Keep payment recovery trends from slipping past the team responsible for improving them.

Trigger

Recurring schedule

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

Action

Create Issue

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

Why this helps

Changes in failed payment recovery can be difficult to act on when they remain buried in analytics.

  • Surface a recovery trend using a rule you define.
  • Give investigation a clear Jira home.
  • Include the relevant metric and time period.

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 dunning or recovery condition and Jira task to create in one instruction.
  • 4Pick a recurring schedule as the trigger and choose where run reports go.
  • 5Test with one real example and check the follow-up task.

Questions about this workflow

Which dunning metric does this use?

Specify the metric available in your Baremetrics account and the condition that warrants an issue.

Can it tell why recovery changed?

It can summarize returned data, but it cannot determine a cause unless the relevant information is available or supplied.

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.

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.

Baremetrics and Jira, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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