Give aging proposals a review queue
Make pending proposals visible on a schedule so someone can decide whether and how to follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Without a regular review, unanswered proposals can remain open long after anyone remembers to check them.
- Review pending proposals on a predictable cadence.
- Use a review window that fits your sales process.
- Leave client outreach decisions with a person.
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 proposals to check, what review window to use, and to create a Jira task for each still awaiting response.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one proposal that meets your review condition.
Questions about this workflow
Where does the review window come from?
Specify it in the instruction, for example, proposals unanswered for at least seven days. Notis needs a usable date or age in the proposal data to evaluate that condition.
Will the schedule create duplicate Jira tasks?
Ask Notis to search Jira for an existing task tied to the proposal before creating one, using a stable proposal identifier in the task details.
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.