Instant Team Alert: Deliver News When Deals Close
Closed deals deserve attention. This workflow immediately notifies your delivery team via Jira, so they know a new customer is coming and can start preparing without waiting for an email announcement.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Notification for Issue
Sends a customized email notification for a jira issue.
Why this helps
You close a deal but your engineering team only finds out when you send an email or announce it in Slack. They miss the exact moment when work becomes real and should shift to prioritized.
- Delivery team gets instant notification when a deal closes—no delay, no email overhead
- Team knows exactly what customer just committed so they can start prep work
- Reduce 'What's the priority?' messages because closed deals are visibly announced
- Build urgency and momentum by showing deals moving immediately into delivery
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Jira to your Notis workspace.
- 2Create an automation: ask Notis or use New Automation in the portal.
- 3Set the trigger to 'Deal Stage Updated' and pick the 'Closed Won' stage.
- 4Write your prompt: 'When a deal closes, send an email notification to the Delivery team lead with the deal name, customer, and expected start date.'
- 5Choose your notification channel and save. The first notification will send when a deal reaches Closed Won.
Questions about this workflow
Who receives the notification?
Your prompt specifies: 'Notify the Delivery team lead' or 'Notify everyone with the Delivery role' or specific people by name. Notis sends to all specified recipients.
Can I customize the notification message?
Completely. Your prompt can say: 'Send a message that says "New customer [name] just committed. Expected start date: [date]. Click here to view the epic."' with any format you want.
Can I notify different people for different deal types?
Yes. Your prompt can say: 'If it's an Enterprise deal, notify the Director; if SMB, notify the SMB team lead.' Notis routes accordingly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Jira. A trigger fires from one place; an action lands in another.
Hubspot triggers
Jira actions
Contact Created Trigger
Contact Created Trigger
Add Attachment
Uploads and attaches a file to a jira issue.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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When this happens · Trigger
Do this · Action
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