Give unresolved customer problems a Jira home
Turn customer problems that still need product or engineering investigation into work the team can find and follow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Repeated customer problems may remain as CRM notes without ever becoming visible, actionable work.
- Review CRM context for unresolved product problems.
- Check for existing Jira work before creating another issue.
- Create a Jira issue when a problem needs investigation and lacks tracked work.
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 customer and task context, search Jira for matching issues, and create an issue for an unresolved product problem only when no matching work exists.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real unresolved customer problem.
Questions about this workflow
How does this avoid duplicate issues?
The instruction asks Notis to search Jira for matching work before creating an issue. Provide clear matching criteria in the instruction.
Does it create an issue for every customer note?
No. The workflow is for unresolved product problems that need investigation and do not already have matching tracked work.
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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