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Keep expansion revenue context in Jira

Add a new expansion signal to the Jira work already connected to that customer or opportunity.

Trigger

Webhook received

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

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

Positive account changes can still get lost when they are not reflected in the team's active work.

  • Refresh existing Jira work with a new revenue signal.
  • Keep supplied account context with the active issue.
  • Use the signal as a prompt for coordinated next steps.

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 how an expansion request should update the relevant Jira issue in one instruction.
  • 4Pick a webhook as the trigger and choose where run reports go.
  • 5Test with one real example by sending an HTTP request and checking the issue.

Questions about this workflow

What is an expansion signal in this workflow?

It is the revenue change or customer detail included in the HTTP request or returned by Baremetrics. State what should qualify in your instruction.

Does this create a new Jira issue?

This workflow updates an existing issue. Include enough information to find the intended issue.

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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