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Notis

Make important new deals visible to Jira stakeholders

Send the right people a timely Jira notification when a new deal calls for focused attention.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

Action

Send Notification for Issue

Sends a customized email notification for a jira issue.

Why this helps

High-stakes customer work can be overlooked when only the sales team sees the deal update.

  • Bring important customer work to stakeholders' attention
  • Make urgency visible without a separate manual message
  • Keep notification tied to the relevant Jira issue

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 which deals qualify, how to identify the Jira issue, and what the notification should say.
  • 4Pick the Pipedrive new deal trigger and choose where run reports should go.
  • 5Test with one real qualifying deal and confirm the notification.

Questions about this workflow

Can this notify only for important deals?

Yes. Describe the criteria in your instruction, using information available in the deal. If the signal is not in the record, provide it in your instruction or process.

Does this create an issue?

This action sends a notification for an issue that Notis can identify. Create the issue separately if it does not already exist.

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.

TriggerScheduled

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Comment

Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Add Watcher to Issue

Adds a user to an issue's watcher list by account id.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Assign Issue

Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

ActionInstant

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

ActionInstant

Link Issues

Links two jira issues using a specified link type with optional comment.

ActionInstant

Create Project

Creates a new jira project with required lead, template, and type configuration.

ActionInstant

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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