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Bring ready customer work into the active sprint

Help the team plan customer commitments by moving only confirmed ready issues into the active sprint.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Move Issues to Sprint

Moves one or more jira issues to a specified active sprint.

Why this helps

Ready customer work can stay outside sprint planning while teams assemble the board manually.

  • Bring ready work tied to active deals into sprint planning.
  • Avoid moving issues that are blocked or not yet agreed for the sprint.
  • Use explicit issue and sprint context to keep the move intentional.

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 sprint intake.
  • 3Tell Notis to identify ready Jira issues related to active Capsule deals and move only the specified issues to the active sprint.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real ready issue and confirm the target sprint.

Questions about this workflow

How does it choose the sprint?

Provide the Jira board or active sprint context and define what makes an issue ready to move.

Will it move every issue related to an active deal?

No. The instruction should restrict moves to issues explicitly ready for sprint work and leave blocked or uncommitted work where it is.

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.

TriggerScheduled

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Comment

Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.

ActionInstant

Add Watcher to Issue

Adds a user to an issue's watcher list by account id.

ActionInstant

Assign Issue

Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.

ActionInstant

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

ActionInstant

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

ActionInstant

Link Issues

Links two jira issues using a specified link type with optional comment.

ActionInstant

Create Project

Creates a new jira project with required lead, template, and type configuration.

ActionInstant

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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