Turn opportunity-related Jira issues into Close leads
If a Jira issue captures a new prospect or sales opportunity, Notis can carry the available company context into Close as a lead.
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 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.
Why this helps
A potential customer mentioned in a Jira issue may never reach the CRM if someone has to recognize and enter it manually.
- Give qualifying opportunities a place in Close.
- Reduce manual re-entry of company context.
- Specify in the prompt what evidence makes an issue worth turning into a lead.
Setup
Build it in a few focused steps.
- 1Connect Jira and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Describe which new issues indicate a real prospect or opportunity and what lead information to include.
- 4Pick Jira New Issue as the trigger and choose a report channel.
- 5Test with one real issue that contains suitable company context and check the Close lead.
Questions about this workflow
Can the workflow identify a prospect from any Jira issue?
The prompt can describe the conditions to look for, but the workflow can only use information available from the issue event. Use clear issue content or supplied context to identify the prospect.
What if the issue has no company name or website?
Close supports optional company details. If the source does not provide enough information, the prompt should direct Notis to skip lead creation or request the missing information through your chosen process.
When this happens · Trigger
Do this · Action
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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 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.
New Project
Triggered when a new project is added in Jira
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Jira and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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