Start Jira work when a client approves a proposal
Move from client approval to a clear Jira starting point without re-reading the proposal and copying its details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Approved work can sit in an inbox while someone manually transfers scope and client context into Jira.
- Capture the agreed scope while it is fresh.
- Give the team one Jira task to start from.
- Reduce manual copying between sales and delivery.
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 to fetch the proposal and create a Jira task with its client, scope, and approval context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one approved proposal and review the Jira task.
Questions about this workflow
How does the automation know a proposal was approved?
The webhook starts the automation when called. In its instruction, have Notis fetch the proposal and create a Jira task only when the response shows client approval.
Can it choose the Jira project automatically?
The instruction can name a project or ask Notis to use a project you specify. The setup does not include project field mapping.
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
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