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Notis

Keep people behind Jira issues ready for follow-up

When a new issue points to a person your team may need to hear from, keep their available details in Dovetail for follow-up planning.

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 Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

Why this helps

Teams may want to follow up on a product issue but spend time searching for the person who raised it.

  • Make available people details easier to find for research planning.
  • Reduce repeated lookup across tickets.
  • Keep follow-up context close to the research workspace.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Dovetail once in the Notis portal.
  • 2Create an automation in Automations, or tell Notis to create it from any channel.
  • 3In one instruction, ask Notis to create a Dovetail contact for the person identified in each new issue when sufficient details are present.
  • 4Choose the Jira New Issue trigger for the project you configure, then select where run reports go.
  • 5Test with a real issue that includes usable person details and review the Dovetail contact.

Questions about this workflow

Does this send a follow-up message?

No. The available Dovetail action registers a contact. It does not send messages or create an interaction.

What happens if the issue does not identify a person?

Ask Notis to skip contact creation when the issue lacks enough identity details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira triggers

Dovetail actions

Recurring trigger

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

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

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 Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Create Insight

Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."

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

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

Delete Channel

Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.

ActionInstant

Delete Topic

Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."

ActionInstant

Get Note

Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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