Turn Jira proposal requests into a useful template shortlist
Keep proposal requests moving by checking which Better Proposals templates could fit the work described 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
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
A proposal request can sit while someone switches apps to search for a starting point.
- Reduce app switching when a proposal request arrives.
- Give the team a concise starting point for choosing a template.
- Keep the original Jira issue as context for the recommendation.
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.
- 3In one instruction, ask Notis to review available Better Proposals templates against the new issue and report suitable options, noting when the issue lacks enough detail.
- 4Pick the Jira New Issue trigger for the configured project.
- 5Choose a report channel and test with one real proposal request.
Questions about this workflow
Does this create or send a proposal?
No. The available action retrieves templates. The automation reports potentially relevant options for a person to review.
What if the Jira issue does not describe the scope?
The report should say the issue lacks enough detail instead of guessing which template fits.
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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