Bring signed proposal context into new Jira work
Before a new issue becomes active delivery work, check whether signed proposal details may help explain the commitment.
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
Get Signed Proposals
Tool to retrieve all signed proposals. use when you need to list proposals clients have signed after confirming credentials.
Why this helps
Teams can start delivery from a Jira ticket without quickly finding the agreement that shaped the work.
- Make signed agreement context easier to find at work kickoff.
- Help surface scope information the team may want to review.
- Avoid presenting a possible match as confirmed when details are incomplete.
Setup
Build it in a few focused steps.
- 1Connect Jira and Better Proposals once in the Notis portal.
- 2Create an automation and name it for proposal context at work kickoff.
- 3In one instruction, ask Notis to review signed proposals for context relevant to the new issue and state when the available details do not support a match.
- 4Pick the Jira New Issue trigger for the configured project.
- 5Choose a report channel and test with one real issue.
Questions about this workflow
Will this attach the proposal to the Jira issue?
No. The available action retrieves signed proposals. The automation can report possible context, but does not attach documents.
What details help identify a match?
Useful identifying details must already be present in the Jira issue and returned proposal data. If they are absent, the report should say so.
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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