Update HubSpot quotes from approved Jira changes
Commercial changes can be completed in Jira while the customer-facing quote remains outdated in HubSpot. Approved quote corrections tracked in Jira update the referenced HubSpot quotes without a second manual pass. Notis handles the handoff and reports the run in your chosen channel.
Trigger
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.
Action
Batch update quotes
Updates multiple existing hubspot quotes in a batch; each quote is identified by its object id or a custom unique property (via `idproperty`), and only writable properties are modified.
Why this helps
Commercial changes can be completed in Jira while the customer-facing quote remains outdated in HubSpot.
- Approved quote corrections tracked in Jira update the referenced HubSpot quotes without a second manual pass.
- Reduces context switching between the source conversation and the destination tool.
- Keeps the automation grounded in a clear event and a specific outcome.
Setup
Build it in a few focused steps.
- 1Connect Jira and HubSpot to Notis once from the portal.
- 2Create a new automation in the portal or ask Notis conversationally to create it.
- 3Write one plain-language instruction: "When a Jira issue for a quote change moves to approved and includes the quote reference, update that HubSpot quote with the approved changes."
- 4Pick Updated Issue from Jira, choose the channel for run reports, and test with one real example.
Questions about this workflow
Do I need to map fields between Jira and HubSpot?
No. Describe the outcome in plain language and Notis interprets the relevant event and action context.
What happens when the trigger runs?
Notis uses the trigger context to update the referenced HubSpot quote and reports the result in the channel selected for the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Hubspot. A trigger fires from one place; an action lands in another.
Jira triggers
Hubspot actions
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Project
Triggered when a new project is added in Jira
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
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.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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