Bring customer risk signals to Jira stakeholders
Surface risks from customer conversations so the team can decide what to do while the context is fresh.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Send Notification for Issue
Sends a customized email notification for a jira issue.
Why this helps
Risk details may be recorded in CRM notes without reaching the people responsible for customer delivery.
- Make customer risk visible to relevant stakeholders
- Tie an alert to the Jira work that can address it
- Reduce the chance a concern gets lost in notes
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 qualifies as customer risk, how to identify the Jira issue, and what the alert should communicate.
- 4Pick the Pipedrive new note trigger and choose where run reports should go.
- 5Test with one real note that describes a risk and confirm the notification.
Questions about this workflow
Can I define which risks should trigger an alert?
Yes. Include the risk signals and urgency criteria in your instruction, based on information in the note.
What happens if no Jira issue is related?
The notification action requires an issue. Define how Notis should identify one and what to do when there is no match.
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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