See which Jira work is holding up CRM follow-ups
Get a focused view of Jira issues connected to customer follow-ups before you promise the next step.
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
It is hard to give customers a reliable update when the related engineering work is scattered across Jira.
- Search Jira for issues related to CRM follow-up context.
- Surface matching work in the Notis run report.
- Prepare a clearer view before responding to customers.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review CRM follow-up context, search Jira for related issues, and summarize matching issue status in the run report.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real CRM follow-up and its related Jira work.
Questions about this workflow
Does this send an update to the customer?
No. It summarizes Jira matches in the Notis run report so you can use the information in your follow-up.
What helps Jira search find the right work?
Include useful terms, project context, or issue keys in the instruction. Notis can search Jira using JQL.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Jira. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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