Catch leads that need another follow-up
Set a weekly review rule for leads that have gone quiet, then let Notis create Jira work for the matching records it can find.
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
Leads can go quiet without a clear reminder to decide whether another follow-up is worthwhile.
- Apply a clear, user-supplied rule to the available lead history.
- Create Jira issues in bulk for leads that need renewed attention.
- Make the weekly review a repeatable team habit.
Setup
Build it in a few focused steps.
- 1Connect Callingly and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the weekly lead review.
- 3Tell Notis what counts as a stale lead using information available from Callingly, then create one Jira issue for each matching lead with its relevant details.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with real lead records and confirm the rule and duplicate check before relying on the queue.
Questions about this workflow
Does Notis know what counts as stale?
No. Include your follow-up window or other rule in the instruction, and ensure the available Callingly data contains the dates or status information needed to apply it.
How can I keep the weekly review from duplicating issues?
Ask Notis to search Jira for an existing issue using a stable lead identifier before creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Jira. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Jira.