Keep proposal follow-ups from slipping
Give due proposal follow-ups a Jira reminder so they do not depend on someone remembering to check the pipeline.
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
When follow-up depends on repeatedly checking proposal statuses, busy weeks make promising conversations easy to miss.
- Surface follow-up work in Jira on a recurring schedule.
- Base reminders on proposal information available to Notis.
- Reduce reliance on memory for sales follow-through.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Jira once in the Notis portal.
- 2Create an automation named Bidsketch Follow-up Reminders.
- 3Tell Notis to review available proposal statuses and create a Jira reminder only when the supplied data and your stated rule identify follow-up as due.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real proposal that needs follow-up.
Questions about this workflow
Can it know when a proposal is due for follow-up?
Only when the connected data includes the needed timing information or you supply it and define the rule in the instruction.
Will it send the client a follow-up?
This workflow creates Jira reminders. Bidsketch can send follow-ups, but this Jira action does not send them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Jira. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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