Weekly follow-ups that never get forgotten
High-priority issues deserve regular check-ins. Instead of relying on memory or calendar reminders, Notis creates follow-up tasks every Monday morning for all open Jira issues marked high-priority—accountability built into your workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
High-priority issues get forgotten between status meetings. You meant to follow up on that critical item, but it slipped your mind. Weeks later you discover something critical got stalled.
- Automatic accountability: high-priority issues are tracked weekly
- No forgotten follow-ups: Notis reminds your team systematically
- Predictable cadence: tasks are created on your schedule
- Reduce cognitive load: let automation handle the tracking
Setup
Build it in a few focused steps.
- 1Connect Jira and Salesforce to Notis.
- 2Tell Notis: "Every Monday at 9am, create a Salesforce task for each open high-priority issue in our Jira project. Set the due date to that Friday." Set the trigger to a recurring schedule (notis_cron).
- 3Define what "high-priority" means (priority level, label, custom field).
- 4Choose your channel to receive confirmations.
- 5Verify by checking that tasks appear in Salesforce the first Monday after setup.
Questions about this workflow
Can I customize the schedule—maybe twice a week or only on Fridays?
Absolutely. Tell Notis any schedule: daily, every other day, Tuesday mornings, Friday afternoons. You control the cadence.
What if an issue should be checked weekly?
Notis skips issues already checked recently. You can tell it: "Only create a task if more than 5 days have passed since the last status update."
Can the task include the issue description or current status?
Yes. Notis can include the issue summary, current status, and even a link to the issue so the team has context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Salesforce. A trigger fires from one place; an action lands in another.
Jira triggers
Salesforce 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.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Project
Triggered when a new project is added in Jira
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Jira and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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