Review Callingly lead details when Jira work changes
When an issue update signals that a lead needs attention, Notis can retrieve the lead record in Callingly for a useful review.
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 Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Why this helps
A Jira status or assignee change may signal follow-up, but finding the corresponding lead record adds another manual step.
- Bring lead context into a review prompted by a Jira issue change.
- Avoid searching Callingly manually when an issue points to a specific lead.
- Use the issue's update and instructions to decide when a lookup is useful.
Setup
Build it in a few focused steps.
- 1Connect Jira and Callingly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve the Callingly lead details when an updated Jira issue identifies a lead and requests a lead review.
- 4Pick Jira Updated Issue as the trigger.
- 5Choose a report channel, then test with one real issue update that includes a valid lead id.
Questions about this workflow
Does a Jira comment trigger this workflow?
No. Jira Updated Issue does not fire on comment activity. It fires when an existing issue is changed in the configured project.
What does the Jira issue need for a lead lookup?
The instruction should require an identifiable Callingly lead, such as a lead id, and tell Notis what to do if that information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Callingly. A trigger fires from one place; an action lands in another.
Jira triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
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 Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Project
Triggered when a new project is added in Jira
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
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 Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Jira and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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