Create a Jira delivery issue from each new Pipedrive deal
A deal closes or moves into view, and the delivery work starts with the right context already in Jira.
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
Transferring deal details by hand leaves delivery teams chasing context before they can start work.
- Start delivery work without retyping deal details
- Keep the deal context beside the Jira work
- Reduce handoff delays between sales and delivery
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 to create a Jira delivery issue with the useful context from each new deal.
- 4Pick the Pipedrive new deal trigger and choose where run reports should go.
- 5Test with one real deal and review the Jira issue.
Questions about this workflow
What should I ask Notis to include?
Describe the delivery outcome and the deal context your team needs, such as the organization, expected scope, and next step. Notis works from your instruction and available deal data.
Does this create an issue for every new deal?
The selected trigger starts the automation for newly created deals. Tell Notis in your instruction which deals should result in delivery issues.
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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