Turn Jira issues into Agencyzoom follow-up tasks
Keep customer and prospect follow-ups moving while the work is already in front of you.
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
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
A Jira issue can signal that someone needs a call or email, but the follow-up can get lost when you switch tools.
- Create a follow-up task from a new Jira issue without re-entering its context.
- Use the issue details to describe the next step.
- Skip task creation when the issue does not identify an existing lead or customer.
Setup
Build it in a few focused steps.
- 1Connect Jira and Agencyzoom once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to create an Agencyzoom task from a new Jira issue when it identifies an existing lead or customer, using the issue details for the task context.
- 4Pick Jira New Issue as the trigger and choose where run reports should go.
- 5Test with one real Jira issue that includes enough information to identify the Agencyzoom record.
Questions about this workflow
Does this create a task for every Jira issue?
Ask Notis to create a task only when the issue indicates a follow-up and contains enough information to identify an existing Agencyzoom lead or customer.
What if the Jira issue has no customer or lead details?
Agencyzoom requires a valid lead or customer when linking a task to a record. Have Notis skip the task and report the missing information.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
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.
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.
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.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
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.
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.
Connect any two apps with Notis in the middle.
Jira and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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