Give deal risks a clear place to be tracked
Capture customer or delivery risks as Jira work, with enough context to decide what needs attention.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Deal risks can remain buried in CRM details without an owner or visible follow-up.
- Make deal risks visible as trackable Jira work
- Keep the reason for concern with the issue
- Create a clear path to review and mitigation
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 signals a risk and what details to include in a Jira follow-up issue.
- 4Pick the Pipedrive new deal trigger and choose where run reports should go.
- 5Test with one real deal containing a risk and review the created issue.
Questions about this workflow
Will every new deal create a risk issue?
Your instruction should tell Notis what qualifies as a risk and what to do when a deal has no risk signal.
Can it assess risks we have not documented?
Notis can reason from available deal details, but provide your team's criteria and relevant context for consistent decisions.
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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