Capture qualifying Jira projects as Close leads
When a new Jira project represents a customer or opportunity, Notis can add it to Close so it has a place in your sales workflow.
Trigger
New Project
Triggered when a new project is added in Jira
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 new project tied to a customer or prospect can be easy to miss when project setup and sales tracking happen in separate tools.
- Capture relevant projects in the CRM as they are created.
- Keep project context available for sales follow-up.
- Use a prompt to describe which projects are prospects or customers.
Setup
Build it in a few focused steps.
- 1Connect Jira and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe which new Jira projects should become Close leads and what lead details to include.
- 4Pick Jira New Project as the trigger and select where run reports should go.
- 5Test with one real project and verify the lead in Close.
Questions about this workflow
Should every new Jira project become a lead?
No. Use the prompt to describe which projects represent a prospect or customer worth tracking. The event fires when a project is added in Jira.
What if Jira does not include contact details?
Close lead creation supports optional contact details, but Notis can only use details available in the event or supplied in your instruction. Do not expect it to invent missing contacts.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.