Make important Jira updates actionable in Clientary
Have Notis recognize blocker or urgent updates from Jira and create a Clientary task with the issue context attached.
Trigger
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.
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
Important changes can get buried in Jira updates when client delivery work is tracked elsewhere.
- Bring selected urgent changes into the tool where delivery work is tracked.
- Include issue details to reduce the effort needed to understand the follow-up.
- Let Notis assess the update using criteria you describe in the instruction.
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 only when an updated issue meets your stated blocker or urgency criteria, and include its key and context.
- 4Choose Jira Updated Issue as the trigger and select where run reports should go.
- 5Test with one real issue update and review whether the task matches your criteria.
Questions about this workflow
Can I set Jira field filters for the trigger?
No. Choose the Jira Updated Issue trigger, then describe in your instruction which changes should lead Notis to create a task.
Do comments trigger this workflow?
No. The Jira Updated Issue event covers changes to an issue, such as its status or assignee. Comment activity does not trigger it.
Could one issue create more than one task?
The event can fire when an existing issue is changed. Specify how Notis should recognize meaningful updates and avoid creating unnecessary follow-up tasks.
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
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