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Keep pricing questions from getting lost in proposal responses

Give a commercial question a visible internal review step before anyone commits to an answer.

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

Pricing questions can require input from multiple people, and scattered context can lead to slow or inconsistent replies.

  • Capture commercial questions for internal review.
  • Preserve the client's question and proposal context.
  • Avoid sending an unreviewed pricing commitment.

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 create a Jira review task only when the client explicitly asks a pricing or commercial question in the response.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one response that contains a pricing question.

Questions about this workflow

Will it recommend a price or discount?

No. It creates an internal review task. Any pricing decision should come from the people authorized to make it.

Can it distinguish pricing questions from general questions?

Ask Notis to create a task only when the response explicitly mentions a price, fee, payment term, or other commercial point your team defines.

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.

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.

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

When this happens · Trigger

Do this · Action

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