Create a Jira release marker for a customer milestone
Give an agreed customer release milestone a clear place in the Jira project plan.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Version
Creates a new version for releases or milestones in a jira project.
Why this helps
A release commitment can be visible in CRM but missing from the team's release tracking.
- Represent customer release commitments in Jira's version list.
- Carry the milestone name and date from supplied deal context.
- Make release planning easier to connect to customer expectations.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the release marker workflow.
- 3Tell Notis to create a Jira project version for a confirmed release milestone supplied from Capsule context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real milestone and the intended Jira project.
Questions about this workflow
Will this create a version for every milestone?
Set the instruction to create versions only for actual release milestones that your team tracks in Jira.
What project does it use?
Include the Jira project key or provide a reliable way to identify the project in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Jira. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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