Check Capsule contacts when a Jira project starts
Start a Jira project with a quick check for people and organisations already known in Capsule.
Trigger
New Project
Triggered when a new project is added in Jira
Action
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.
Why this helps
A new project can begin without the team noticing that a relevant customer or partner relationship already exists in Capsule.
- Prompt a relationship check at project creation
- Review Capsule parties using available project context
- Reduce manual CRM searches during setup
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 list relevant Capsule parties based on the new Jira project's available name and details, then summarize plausible matches.
- 4Pick Jira's New Project trigger and choose where run reports should go.
- 5Test with one real Jira project that relates to a known customer or partner.
Questions about this workflow
Will the workflow filter parties automatically?
The action lists parties with optional filters or related data. The prompt should describe the relevance criteria and ask for plausible matches.
Does creating a Jira project guarantee a Capsule match?
No. If the project has no clear relationship to a Capsule party, Notis should report that no likely match was found.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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.
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.
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.
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.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
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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