Put proposal follow-up with the right Jira owner
Route a proposal follow-up to the person responsible for the client, using an existing Jira issue and a clear owner signal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Why this helps
A follow-up can be visible in Jira yet still stall if nobody knows who owns the client relationship.
- Make responsibility visible on the Jira issue.
- Use a supplied owner signal instead of guessing.
- Reduce handoffs when a client needs a response.
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 proposal and Jira issue to use and how to determine the responsible owner from supplied context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one issue and confirm the intended assignee.
Questions about this workflow
Will the automation guess who owns a client?
It should use an owner provided in the request or a clearly defined source of ownership. If no reliable owner is available, instruct Notis to report that rather than guess.
What if Jira cannot resolve the owner?
Jira supports user lookup and assignment. Provide an email or display name that Jira can resolve, and review the run report if it cannot.
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.