Create Callingly clients from Jira onboarding intake
Keep client onboarding moving by using a Jira intake issue to request a new Callingly client record.
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
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
Why this helps
Client setup details can be collected in Jira and then left waiting for someone to recreate the account in Callingly.
- Reduce duplicate entry during client onboarding.
- Use an existing Jira intake process to request Callingly client creation.
- Ask Notis to surface incomplete onboarding 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 client only for a Jira onboarding issue that requests a new client and includes the necessary client details.
- 4Pick Jira New Issue as the trigger.
- 5Choose a report channel, then test with one real, complete onboarding issue.
Questions about this workflow
Will every new Jira issue create a client?
No. The trigger listens for new issues in the configured Jira project. Tell Notis to create a client only when the issue explicitly requests new client setup and includes the required details.
What if the Jira issue is not complete?
Instruct Notis to report what is missing and wait for a complete request before creating the client.
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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