Bring proposal follow-up to the right Jira issue
When a scheduled review finds a proposal follow-up that matches your rule, notify stakeholders from its Jira issue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Notification for Issue
Sends a customized email notification for a jira issue.
Why this helps
Creating a task does not always alert the people who need to act on a time-sensitive proposal follow-up.
- Send an issue notification when a defined follow-up condition is met.
- Bring attention to work already tracked in Jira.
- Avoid relying on teammates to notice an unassigned update.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Jira once in the Notis portal.
- 2Create an automation named Notify on Proposal Follow-up.
- 3Tell Notis to review available proposal information and send a Jira issue notification only for matching follow-ups with a supplied Jira issue key.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real follow-up case and its Jira issue.
Questions about this workflow
Does this send a client email?
No. It sends a notification for a Jira issue. Bidsketch follow-up sending is a separate capability.
What if the proposal has no Jira issue?
The instruction requires a supplied issue key. Have Notis report missing keys for review.
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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