Find Jira delivery work that needs attention
Scan active deal work and make blocked or unowned Jira issues easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Issues Using JQL (GET)
Searches for jira issues using jql with pagination and field selection.
Why this helps
A growing issue queue makes it hard to notice customer delivery work that has stalled.
- Focus attention on issues tied to active customer work.
- Use Jira search to identify statuses that need review.
- Give the team a concise report without opening tickets one by one.
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 delivery review.
- 3Tell Notis to identify active Capsule deals, search Jira for related issues needing attention, and report the issue keys with reasons.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and confirm the search finds the expected Jira work.
Questions about this workflow
What counts as needing attention?
Specify the states or conditions your team cares about, such as blocked status, no assignee, or a due date that has passed.
Does the workflow change Jira issues?
This version searches and reports findings. Choose an update action only if you want it to make a specific supported change.
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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