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Review document templates at Jira project kickoff

A new Jira project is a useful moment to check which Docmosis templates are available for its documents and reports.

Trigger

New Project

Triggered when a new project is added in Jira

Action

Docmosis: List Templates

Tool to list all templates available in the environment. Use when you need to retrieve template names, optionally filtered by folder with pagination support.

Why this helps

New projects can start without anyone checking whether the expected document templates are already available.

  • See available templates during project kickoff.
  • Reduce manual checking across Jira and Docmosis.
  • Give the team a starting point for documenting project needs.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Docmosis once in the Notis portal.
  • 2Create an automation named Project template inventory and describe that it should retrieve the Docmosis template list for review when a Jira project is added.
  • 3Pick the Jira New Project trigger.
  • 4Choose where run reports should go.
  • 5Test with one real new project event and review the returned template list.

Questions about this workflow

Does this create a project-specific Docmosis template?

No. The available action lists templates. It does not create or modify them.

Will it run for existing Jira projects?

No. The Jira New Project event fires when a project is added.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira triggers

Docmosis actions

Recurring trigger

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

TriggerScheduled

Docmosis: Delete Image(s)

Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.

ActionInstant

Webhook trigger

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

TriggerInstant

Docmosis: Delete Template(s)

Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.

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

Docmosis Environment Ready

Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Docmosis Environment Summary

Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.

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

Docmosis: Get API Key

Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.

ActionInstant

Get Batch Upload Status

Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.

ActionInstant

Download Docmosis Images

Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.

ActionInstant

Get Docmosis Render Queue

Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and Docmosis, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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