Keep deal context beside the Jira work
Make sure delivery can see the latest deal context where the work is already being tracked.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Why this helps
Existing Jira issues can miss the commercial context that explains why the work matters or what was promised.
- Keep deal context with the existing work item
- Help delivery understand customer expectations
- Reduce interruptions asking sales for background
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis how to identify the related Jira issue and add a concise comment with useful deal context.
- 4Pick the Pipedrive new deal trigger and choose where run reports should go.
- 5Test with one real deal and review the Jira comment.
Questions about this workflow
How does the workflow know which issue to comment on?
Your instruction should describe a reliable way to identify the related issue, such as a shared deal reference included in the Jira issue.
Can the comment be concise?
Yes. Ask Notis to summarize only the deal details relevant to the Jira work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Jira. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Pipedrive and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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