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Notis

Find the right organisation contacts for Jira work

When a Jira issue names a company, quickly see which employees Capsule links to that organisation.

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

List Organisation Employees

Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

Why this helps

A company name in Jira may not reveal the right people to contact, leaving the team to search through records manually.

  • See employees linked to a matching Capsule organisation
  • Reduce manual contact discovery
  • Keep the lookup tied to a relevant Jira issue

Setup

Build it in a few focused steps.

  • 1Connect Jira and Capsule CRM once in the Notis portal.
  • 2Create an automation in Notis by naming it and writing its prompt.
  • 3In one instruction, ask Notis to identify a clearly matching Capsule organisation and list its linked employees when a new Jira issue names a company.
  • 4Pick Jira's New Issue trigger and choose where run reports should go.
  • 5Test with one real Jira issue naming an organisation already in Capsule.

Questions about this workflow

Does the action find the organisation automatically?

The action lists employees for a specific Capsule organisation. The prompt should ask Notis to identify the organisation first and skip the lookup if the match is unclear.

Does this contact the employees?

No. It retrieves employee records for review and does not send messages.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Capsule crm. A trigger fires from one place; an action lands in another.

Jira triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Party

Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.

ActionInstant

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

List Deleted Opportunities

Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

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.

TriggerInstant

List Entries By Date

Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.

ActionInstant

List Organisation Employees

Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.

ActionInstant

List Parties

Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.

ActionInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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