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Notis

Create Jira onboarding issues for multiple customers

Turn a batch of new customer commitments into a ready-to-triage Jira issue set.

Trigger

Webhook received

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

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

Opening onboarding tickets one by one makes a busy sales handoff slow and easy to miss.

  • Create up to 50 related issues in one call.
  • Reduce repetitive ticket entry when several customers start together.
  • Keep each issue grounded in the supplied customer and deal details.

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 onboarding batch.
  • 3Tell Notis to create one Jira onboarding issue per supplied Capsule opportunity, preserving each customer's distinct needs.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with a small real batch of opportunities.

Questions about this workflow

Can one request create several issues?

Yes. Jira's Bulk Create Issues action supports up to 50 issues per call.

Will it infer onboarding needs that are not in Capsule?

No. Include those needs in the request or opportunity context; Notis should not assume details that were not provided.

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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