Turn deal notes into Jira follow-up work
Capture the next step while it is fresh, so customer commitments do not get lost in a note.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
A note can record a customer request without making the work visible to the team that must complete it.
- Make actionable customer requests visible as Jira work
- Keep the source note context with the follow-up
- Reduce missed commitments after sales conversations
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 what counts as actionable and to create a Jira issue with the note context and requested next step.
- 4Pick the Pipedrive new note trigger and choose where run reports should go.
- 5Test with one real note that contains a follow-up and review the issue.
Questions about this workflow
Will every note create an issue?
The trigger runs for new notes, and your instruction should explain which notes contain actionable work and what Notis should do when no action is present.
Can it capture customer commitments?
Yes, when the commitment is stated in the note. Ask Notis to preserve the request and next step in the Jira issue.
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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