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Notis

Turn sales opportunities in Jira into CRM deals

When an issue raises a real opportunity, get it into CentralstationCRM so it can be tracked alongside other deals.

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 Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

Why this helps

A potential expansion or new sale mentioned in a Jira issue can be overlooked when it never makes it into the CRM.

  • Capture opportunities where they are first mentioned
  • Carry the issue context into the deal record
  • Reduce the chance that a promising lead gets overlooked

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 identify new Jira issues that describe a genuine sales opportunity and create a deal using the available context.
  • 4Pick the Jira New Issue trigger and choose where run reports should go.
  • 5Test with one real issue that describes an opportunity.

Questions about this workflow

Does every new Jira issue become a deal?

No. In the instruction, tell Notis to create a deal only when the issue describes a genuine sales opportunity.

Can Notis fill in deal details that are missing from the issue?

Notis can use information returned by the apps, but details not present in the issue or CRM must be supplied by you.

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.

TriggerScheduled

Check Connection

Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.

ActionInstant

Webhook trigger

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

TriggerInstant

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?"

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

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.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Create Deal

Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.

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

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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