Keep new Jira work visible in Clientary
New Jira issues can become Clientary tasks automatically, so project work stays visible without re-entering details.
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 Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Why this helps
Copying new issues into a second work tracker adds busywork and makes it easier for tasks to slip through.
- Reduce duplicate entry when work spans Jira and Clientary.
- Keep the Jira issue key in the task for quick reference.
- Capture issue details in the Clientary task description.
Setup
Build it in a few focused steps.
- 1Connect Jira and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Clientary task for each new Jira issue, including its key and useful details.
- 4Choose Jira New Issue as the trigger and select where run reports should go.
- 5Test with one real issue and review the resulting task.
Questions about this workflow
Which Jira issues start this automation?
It runs for issues created in the Jira project you configure. Issues created in other projects do not produce this event.
Can the task include the Jira key?
Yes. Ask Notis to include the issue key and relevant issue details in the task title or description.
Does it copy Jira comments?
No. This trigger fires when an issue is created, not when comments are added or changed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Clientary. A trigger fires from one place; an action lands in another.
Jira triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
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 Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
New Project
Triggered when a new project is added in Jira
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
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 Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Jira and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Clientary.