Create a Jira version for quarterly ChartMogul goals
Give each quarterly revenue goal a visible place in the release plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Version
Creates a new version for releases or milestones in a jira project.
Why this helps
Strategic revenue goals remain abstract when they are not represented in the delivery roadmap.
- Creates a durable planning marker
- Groups related delivery work
- Improves roadmap conversations
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Jira once in Notis.
- 2Create an automation that reviews quarterly goals and creates a Jira version for each approved goal.
- 3Choose a Notis cron trigger.
- 4Select the report destination.
- 5Test with one real quarterly run.
Questions about this workflow
Can the version include a target date?
Yes. Include the target date rule in the automation prompt.
Can existing versions be reused?
Yes. Ask Notis to check for a matching version first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Jira. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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