Give new Jira projects an Apollo account record
When a project is added for a company, capture the organization in Apollo for later account work.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Why this helps
A new customer or prospect project can start without a corresponding account record for the team.
- Keep account tracking connected to project launches.
- Reduce duplicate manual account entry.
- Have Notis report when the project lacks company details needed for an account.
Setup
Build it in a few focused steps.
- 1Connect Jira and Apollo in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an Apollo account for a new Jira project only when the project supplies the required company details, and to flag missing details.
- 4Pick the Jira New Project trigger and choose where run reports should go.
- 5Test with one real Jira project that has a clear company identity.
Questions about this workflow
Will Apollo check for a similar account before creating one?
No. Apollo creates a new record even if a similar account exists. Tell Notis to check for an existing account where possible before creating one.
Can the workflow choose an account owner or stage automatically?
Only if valid Apollo owner or account stage identifiers are available. Otherwise leave those details out or have Notis report what is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Apollo. A trigger fires from one place; an action lands in another.
Jira triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Project
Triggered when a new project is added in Jira
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
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.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
Create Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Jira and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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