Keep unanswered proposals from slipping through
Create a Jira reminder with the proposal link and last known status when a sent proposal still needs attention.
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
Follow-up depends on someone remembering which proposals are still waiting for a response.
- Put pending client decisions into a visible work queue.
- Include the proposal reference in the reminder.
- Let a person decide the next follow-up.
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 response status and create a Jira follow-up task only if the proposal is still unanswered.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one proposal that is awaiting a response.
Questions about this workflow
Does this send a follow-up to the client?
No. This workflow creates a Jira task for a person to review and follow up. Better Proposals can provide response information, while the listed Jira action creates an issue.
What should trigger the webhook?
Call the webhook when you want Notis to check a particular proposal. The instruction should identify which proposal to fetch.
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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