Give every signed agreement a clear owner
Route the follow-up to a named owner while the agreement is fresh.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Why this helps
After signature, the next task can exist without anyone clearly owning it.
- Make responsibility explicit after a signature completes.
- Use the responsible person supplied in the document or workflow context.
- Keep follow-up work visible in Jira.
Setup
Build it in a few focused steps.
- 1Connect Boldsign and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to check for newly completed agreements and assign each related Jira issue to the responsible person, using a supplied issue key and person identity.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one completed agreement and verify the Jira assignee.
Questions about this workflow
Does Boldsign necessarily identify the Jira assignee?
No. Provide the responsible person's identity in the data or instruction, or define how to determine it.
What if there is no related Jira issue?
The instruction should say how to handle missing issue references, such as reporting the unmatched document instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Jira. A trigger fires from one place; an action lands in another.
Boldsign 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.
Boldsign and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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