Keep proposal milestones visible to the team
Turn a stated milestone into a Jira task that can be reviewed and planned alongside other work.
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
Important renewal and delivery dates can stay inside a proposal instead of reaching the team's planning queue.
- Bring stated milestones into the team's Jira workflow.
- Retain the proposal context behind the date.
- Avoid inventing dates when the proposal does not include one.
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 to fetch and which stated milestone should become a Jira task, preserving its date only if available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a proposal that contains the milestone you want to track.
Questions about this workflow
Can it calculate a milestone date that is not in the proposal?
Only if you provide the rule and necessary starting date. Otherwise, instruct Notis to report that the proposal does not state a date.
Does creating the task schedule the Jira work?
It creates a Jira issue. Any sprint or board planning should be handled separately using the information your team supplies.
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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