See client review activity beside changing Jira work
Bring opened proposals into view when a related Jira issue changes, so the next follow-up is easier to spot.
Trigger
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.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
A changed delivery issue can be disconnected from the client proposal conversation that explains what happens next.
- Bring opened proposals into the same report as changing Jira work.
- Help the team notice possible review activity sooner.
- Make uncertainty visible when client matching details are missing.
Setup
Build it in a few focused steps.
- 1Connect Jira and Better Proposals once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to review opened proposals when an issue changes and summarize likely related client activity, calling out missing details rather than assuming a match.
- 4Pick the Jira Updated Issue trigger for the configured project.
- 5Choose where run reports go and test with one real issue update.
Questions about this workflow
Can this prove that a particular client opened a proposal?
Only if the returned proposal data includes enough identifying details to connect it to the Jira issue. Otherwise the report should label the match as uncertain.
Does this trigger on Jira comments?
No. The Updated Issue event does not fire on comment activity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Better proposals. A trigger fires from one place; an action lands in another.
Jira triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Project
Triggered when a new project is added in Jira
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
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.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Jira and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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