Turn qualified Capsule deals into Jira tasks
Move implementation work from a qualified deal into Jira with the customer context attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Sales commitments can get lost between the CRM and the team responsible for delivery.
- Keep delivery work connected to a sales commitment.
- Give the team the opportunity context without a manual handoff.
- Start the workflow from a webhook when qualification happens.
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 give it a clear name.
- 3Tell Notis to create a Jira task from the qualified Capsule opportunity details supplied with the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified opportunity.
Questions about this workflow
Does Capsule CRM trigger this automatically?
Capsule has no trigger event in this package. A Notis webhook starts the automation, and the request must supply the opportunity details or identify what Notis should look up.
What should the webhook include?
Include enough context to identify the Capsule opportunity and explain the delivery commitment, such as its name, customer, and agreed work.
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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