Keep Account Work Connected: Link Contacts to Epics
A new contact arrives from an existing customer. Rather than manually hunting for their company's epic in Jira, this workflow automatically links their contact task to the account epic. Your team sees all work for that customer in one place.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Link Issues
Links two jira issues using a specified link type with optional comment.
Why this helps
New contacts from existing companies create duplicate or disconnected tasks because no one links them to the company's main epic. Your team loses the forest for the trees.
- All work for a customer stays visibly connected in one epic
- No duplicate tasks or orphaned contact records
- Your team can instantly see all work and people associated with an account
- Reduce time spent hunting for related issues across projects
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 'Contact Created' from Hubspot.
- 4Write your prompt: 'When a new contact is added and belongs to an existing company, find the company's account epic in Jira and link the contact's task to it using a 'relates to' or 'is part of' link type.'
- 5Save and test by creating a new contact from an existing customer account in Hubspot.
Questions about this workflow
How does Notis find the account epic?
It uses the company name from Hubspot to search Jira for a matching epic. Your prompt can refine: 'Search for an epic named [company-name]-account or tagged with the company ID.'
What if the account epic doesn't exist?
Your prompt can specify: 'If no epic exists, create one for the company' or 'Post a notification asking someone to create the epic manually.' You choose the fallback.
Can I use different link types?
Yes. Your prompt can specify: 'Use a 'is part of' link to mark the contact as part of the account' or any other Jira link type.
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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