Connect Jira to Agencyzoom

When something happens in Jira, Notis takes the next step in Agencyzoom. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Jira to Agencyzoom

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Turn a Jira issue into an Agencyzoom follow-up

Create an Agencyzoom task when a new Jira issue calls for customer or lead follow-up.

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Add Jira issue context to an Agencyzoom lead

Capture relevant new Jira issue context as a note on the matching Agencyzoom lead.

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Create an Agencyzoom lead from a Jira prospect issue

Create or update an Agencyzoom lead when a new Jira issue contains complete, valid lead details.

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Create an Agencyzoom task when Jira work changes

Use a Jira issue update to prompt an Agencyzoom task when the change signals a needed customer or lead follow-up.

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Record Jira changes on the Agencyzoom lead

Add a lead note when an updated Jira issue provides meaningful context for that prospect or customer.

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Reflect a Jira outcome in Agencyzoom lead status

Update an existing Agencyzoom lead status when a Jira issue change explicitly signals a sales outcome.

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Start an Agencyzoom quote from a Jira request

Create an Agencyzoom quote for an existing lead when a new Jira issue contains a clear quote request and valid product references.

View example

Create an Agencyzoom opportunity from a Jira sales issue

Create a new Agencyzoom opportunity when a Jira issue explicitly identifies a sales opportunity and supplies the required existing lead context.

Supported Triggers and Actions

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

Jira triggers

Agencyzoom actions

Recurring trigger

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

TriggerScheduled

Authenticate for JWT via V4 SSO

Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.

ActionInstant

Webhook trigger

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

TriggerInstant

Batch create contacts

Creates 1 to 5 new contacts in agencyzoom in a single batch api call.

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

Batch create leads

Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Batch delete tasks

Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.

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

Change lead status

Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.

ActionInstant

Mark task as completed

Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.

ActionInstant

Create a customer note

Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.

ActionInstant

Create a driver for an opportunity

Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.