Keep proposal status visible on the related Jira ticket
Check the proposal when needed and add its current status to the Jira issue the team already uses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Issue
Updates an existing jira issue with field values and operations. supports direct field parameters (summary, description, assignee, priority, etc.) that are merged with the fields parameter. direct parameters take precedence.
Why this helps
Sales and delivery can work from different versions of a client's decision when proposal updates stay outside Jira.
- Bring current response context into the team's Jira view.
- Avoid creating another tracking document.
- Make the update available alongside delivery work.
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 check, then ask it to update the issue with the current status and response context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one proposal and its related Jira issue.
Questions about this workflow
Can Notis find the related Jira issue automatically?
The instruction can ask Notis to search Jira for a matching issue, using a reliable identifier such as a proposal reference or client name. Supply the matching convention if it is not already clear.
Will this change the Jira workflow status?
This workflow updates issue fields. Changing a Jira workflow state requires a transition action and an available transition.
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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