Put deal risks beside the Jira work they affect
Give delivery owners a short, current view of customer risks in the Jira issues tied to the work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Why this helps
Customer risk and delivery status often sit in different tools, leaving teams to piece together the picture.
- Bring customer context into the issue where delivery decisions happen.
- Keep comments short and focused on actionable risks.
- Review the same selected deals on a predictable cadence.
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 risk review.
- 3Tell Notis to summarize material risks from selected Capsule opportunities and comment on each related Jira issue.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and review the comment before relying on the schedule.
Questions about this workflow
What does the workflow need to link a deal to an issue?
Provide Jira issue keys in the request or establish a reliable relationship Notis can use when retrieving the records.
Will it post a comment every run?
Your instruction can have Notis comment only when there is a meaningful new risk or change, avoiding repetitive updates.
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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