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Notis

Reflect pull request priorities in Nutshell

Let delivery priority travel with the customer record.

Trigger

Label Added Event

Triggered when a new label is added to a pull request.

Action

Create Tags

Tool to create one or more tags in Nutshell. Use when you need to create new tags for categorizing leads, contacts, or accounts. Each tag requires a name and tagType (1=leads, 2=contacts, 3=accounts).

Why this helps

A priority label can change what a founder should communicate, but the CRM remains unaware of the shift.

  • Surfaces important delivery priorities.
  • Reduces manual status translation.
  • Helps customer-facing work stay aligned with engineering.

Setup

Build it in a few focused steps.

  • 1Connect GitHub and Nutshell to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis to create a Nutshell tag when selected priority labels are added to customer-related pull requests.
  • 3Pick the label added event trigger and choose the channel for run reports.
  • 4Add one test priority label and verify the tag.

Questions about this workflow

Which labels are best for this?

Use labels with stable meanings such as customer-blocked, launch-critical, or partner-requested.

Can it ignore technical-only labels?

Yes. Tell Notis which labels should be considered customer-relevant.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Nutshell. A trigger fires from one place; an action lands in another.

GitHub triggers

Nutshell actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Accounts

Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Custom Field for Accounts

Tool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Decision field types.

ActionInstant

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

Create Activities

Tool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields are optional except the activities array itself. At minimum, provide a name or activityType for meaningful activities.

ActionInstant

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

Create Contacts

Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

Create Lead

Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links are optional.

ActionInstant

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

TriggerPolling

Create Custom Field for Leads

Tool to create a custom field for leads in Nutshell. Use when you need to add new custom fields to track additional information on leads. Supports Text, Email, Currency, and Date field types.

ActionInstant

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

TriggerPolling

Create Notes

Tool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.

ActionInstant

New Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

TriggerPolling

Create Sources

Tool to create new sources in Nutshell CRM. Use when you need to add source tracking for leads or contacts. Sources help categorize where leads originate (e.g., organic search, paid ads).

ActionInstant

Connect any two apps with Notis in the middle.

GitHub and Nutshell, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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