Connect Jira to Close

When something happens in Jira, Notis takes the next step in Close. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Jira to Close

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Turn New Jira Issues Into Close Follow-Up Tasks

Create a Close task when a Jira issue is created, so customer-impacting work has a clear sales follow-up.

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Create Close Reminders for Important Jira Changes

Turn selected Jira issue changes into Close tasks that remind your team to update or follow up with a customer.

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Add New Jira Projects to Close as Leads

Create a Close lead when a Jira project represents a new customer or opportunity that your team wants to track.

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Create Close Leads for Jira Issues That Reveal New Opportunities

When a new Jira issue identifies a prospect or sales opportunity, create a Close lead with the available company context.

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Schedule a Close Task to Review Jira Customer Work

Create a recurring Close task to review Jira customer work, using the schedule and scope you describe to Notis.

Supported Triggers and Actions

Notis builds workflows that link Jira to Close. A trigger fires from one place; an action lands in another.

Jira triggers

Close actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create SMS Message

This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Call

Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.

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 Lead

This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Create Task

This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.

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

Delete Call

This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.

ActionInstant

Get Notes

This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.