Review stale Clay prospects in Jira
Give prospects with no recent progress a visible review task so the team can decide what happens next.
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
Prospects can remain in a Clay table long after follow-up has stopped, without anyone being prompted to review them.
- Surface prospects needing a human decision.
- Use dates or status already present in Clay to find stale records.
- Make review work easy to prioritize in Jira.
Setup
Build it in a few focused steps.
- 1Connect Clay and Jira once in Notis.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review Clay prospect data for records matching your stale criteria and create Jira review issues with the relevant context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real stale prospect and review the Jira issue.
Questions about this workflow
What makes a prospect stale?
Set the rule using dates or status available in Clay, such as no update for a defined number of days. Notis cannot infer a missing history.
How do I avoid duplicate review issues?
Include a Jira key or existing-work indicator in the data if available, and instruct Notis to check for existing review work before creating another issue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Jira. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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