Route deal-related Jira work to its owner
Keep a new deal from becoming an unowned Jira issue by using the ownership context your team already records.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Why this helps
Jira work can sit untouched when nobody is sure who should own the next step.
- Make ownership visible on related Jira work
- Reduce manual assignment decisions
- Use existing deal context to help route the next step
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 who should own it based on available deal context.
- 4Pick the Pipedrive new deal trigger and choose where run reports should go.
- 5Test with one real deal and confirm the Jira assignee.
Questions about this workflow
What if the Pipedrive owner is not a Jira user?
Tell Notis how to handle unmatched owners, such as leaving the issue unassigned or using an agreed default. Jira supports user lookup for assignment.
Does this create an issue too?
This workflow assigns an existing Jira issue. If your process also needs an issue created, describe that separately and ensure Notis can identify the work to assign.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Jira.