Turn proposal status changes into tracked work
Use a regular status review to capture the proposal cases that need someone to take action in Jira.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Why this helps
A status list can show what changed, but it does not assign anyone to investigate or resolve the cases that need attention.
- Create trackable work from status conditions you define.
- Group distinct escalation items in one scheduled run.
- Make exception handling visible to the team.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Jira once in the Notis portal.
- 2Create an automation named Proposal Status Triage.
- 3Tell Notis which available proposal statuses need Jira issues and what context to include; ask it to report any status or supporting detail that is unavailable.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real proposal records that cover the statuses in your rule.
Questions about this workflow
Which statuses can I use?
Use statuses Bidsketch returns through the connected access. This workflow does not assume a particular status list.
Can it use proposal age or history?
Only if that information is available from Bidsketch or supplied to Notis. Name missing information in the instruction so it is reported.
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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