Prepare Callingly teams when Jira projects launch
A new Jira project can signal that a delivery or sales team needs a matching workspace in Callingly.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Why this helps
Launching a new project often means repeating setup work across tools and tracking which pieces are still missing.
- Turn a project launch into a clear team setup task.
- Reduce the chance of overlooking Callingly setup during a Jira project launch.
- Have Notis flag missing team configuration details for follow-up.
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 create a Callingly team for a new Jira project only when the request includes the required team configuration details.
- 4Pick Jira New Project as the trigger.
- 5Choose a report channel, then test with one real project creation scenario and its setup details.
Questions about this workflow
Does the Jira event include all Callingly team settings?
The available trigger description only says it fires when a Jira project is added. Supply the needed Callingly team configuration in the request or have Notis report what is missing.
Will this create a team for every new project?
The trigger fires for a new Jira project. Tell Notis to create a team only when the project setup request calls for it and provides the needed information.
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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