Carry a Jira sales opportunity into Agencyzoom
Give a clearly identified sales opportunity a home in Agencyzoom as soon as it appears in Jira.
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 an opportunity
Creates a new lead opportunity in agencyzoom; this action cannot update existing opportunities.
Why this helps
Sales opportunities can be discussed in Jira but never get recorded where the agency tracks its pipeline.
- Record explicit sales opportunities in Agencyzoom when they appear in Jira.
- Keep new opportunity creation tied to the relevant existing lead context.
- Report missing details instead of creating an incomplete or misassociated opportunity.
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 opportunity only when a new Jira issue explicitly describes one and includes the valid existing lead and required details.
- 4Pick Jira New Issue as the trigger and choose where run reports should go.
- 5Test with one real opportunity issue and verify the lead reference and required details.
Questions about this workflow
Can this update an existing opportunity?
No. The listed action creates a new lead opportunity and cannot update existing opportunities.
Will any Jira issue create an opportunity?
No. Use an explicit signal that the issue represents a new opportunity, and require enough information to associate it with the existing lead.
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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