Find the CRM context for a new Jira project
Check whether a newly created Jira project connects to existing customer records in CentralstationCRM.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Search Records
Search records
Why this helps
A new project may be created without its customer context being visible to the people working in the CRM.
- Surface existing customer records for new projects
- Reduce manual searches across tools
- Make project and CRM context easier to connect
Setup
Build it in a few focused steps.
- 1Connect Jira and CentralstationCRM once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to search CentralstationCRM for records matching identifiable customer details in each new project and report any matches.
- 4Pick the Jira New Project trigger and choose where run reports should go.
- 5Test with one real project that includes identifiable customer context.
Questions about this workflow
Will this create a CRM company or contact?
No. It searches CentralstationCRM and reports matching records.
What if the project has no customer details?
Tell Notis to report that no customer context could be identified and skip the search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Centralstationcrm. A trigger fires from one place; an action lands in another.
Jira triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
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 Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
New Project
Triggered when a new project is added in Jira
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
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 Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Jira and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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