Start delivery when a proposal is won
Move from signed proposal to a clear Jira kickoff without re-reading the proposal and rebuilding the context by hand.
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
A won proposal can sit between sales and delivery while someone manually copies its scope into Jira.
- Give delivery a Jira starting point as soon as a proposal is marked won.
- Keep the client and proposal context with the kickoff issue.
- Reduce manual handoff work.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Jira once in the Notis portal.
- 2Create an automation named Proposal Won to Jira Kickoff.
- 3Tell Notis to create a Jira kickoff issue from the Bidsketch proposal and client details supplied with the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real won proposal sent to the webhook.
Questions about this workflow
Does Bidsketch trigger this automatically?
Bidsketch has no listed trigger event here. A webhook request starts the automation, so send the relevant won proposal context with that request.
What should the request include?
Include the proposal details and client context that Jira needs. Notis can only use information available from the request or connected app data.
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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