Refresh proposal status in Jira automatically
Let a scheduled check keep the Jira view of selected proposals current without relying on someone to remember each one.
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
Jira can show old proposal information if nobody remembers to refresh it after a client responds.
- Keep selected Jira records aligned with current proposal status.
- Reduce manual status checks across apps.
- Choose a cadence that fits the team's review habits.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which proposals and Jira issues to check and to update each issue with the current response status.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one proposal and its Jira issue before relying on the schedule.
Questions about this workflow
Can it update every proposal?
Specify which proposals to check, such as a supplied list or a clearly defined set. The workflow depends on Better Proposals making those records available to Notis.
What if a matching Jira issue is missing?
Instruct Notis to report the missing match rather than update an unrelated issue. You can choose a separate workflow to create new issues.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Jira. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Jira.