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Check communication credits as new work starts

Make ActiveTrail email and SMS credit balances visible when new Jira work may need outreach.

Trigger

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

Action

Get Account Balance

Tool to retrieve email and SMS credit balance for the account. Use when you need to check available email and SMS credits.

Why this helps

A campaign plan can stall when credit limits are discovered only after the communication work begins.

  • See available communication credits in context of new work.
  • Catch low balances earlier in planning.
  • Avoid a separate balance lookup.

Setup

Build it in a few focused steps.

  • 1Connect Jira and ActiveTrail once in the Notis portal.
  • 2Create the automation in the portal or tell Notis in plain language from any channel.
  • 3Ask Notis to retrieve and summarize the email and SMS credit balance.
  • 4Pick Jira New Issue as the trigger and choose where run reports go.
  • 5Test with one real Jira issue.

Questions about this workflow

Does this workflow send messages?

No. It retrieves the account's email and SMS credit balance.

Can Jira determine which credits matter?

The balance action returns both email and SMS credits. Tell Notis which balances to highlight.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira triggers

ActiveTrail actions

Recurring trigger

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

TriggerScheduled

Add Group Member

Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Contact Growth

Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.

ActionInstant

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

Create or Update Group Member

Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Create a New Group

Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

Create Contact

Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.

ActionInstant

Create Content Category

Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.

ActionInstant

Create New Mailing List

Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.

ActionInstant

Create Order

Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and ActiveTrail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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