Turn Jira prospect issues into Agencyzoom leads
Capture a prospect while the request is fresh, with the details your team needs to follow up.
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 lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Prospect details can arrive in project issues and sit there until someone has time to recreate the lead.
- Reduce duplicate entry for prospect requests tracked in Jira.
- Create or update a lead only when the issue clearly represents a prospect.
- Surface missing required Agencyzoom setup details in the run report.
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 or update an Agencyzoom lead only for Jira issues clearly marked as prospects and to report when required Agencyzoom references are missing.
- 4Pick Jira New Issue as the trigger and choose where run reports should go.
- 5Test with one real prospect issue and confirm its pipeline, stage, source, and assignee references are valid in Agencyzoom.
Questions about this workflow
Can every Jira issue become a lead?
No. Use this for issues that explicitly represent prospects and provide enough lead information. Other issues should be skipped.
What must be configured in Agencyzoom?
The lead action requires valid existing pipeline, stage, lead source, and assignee references. The action cannot invent those entities.
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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