Start implementation tracking for every new organization
Move from a new account record to a clear implementation work item without rebuilding the context by hand.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Implementation steps are easy to delay when a new customer record does not trigger visible work.
- Start implementation tracking as accounts are added
- Keep organization details with the implementation issue
- Reduce delay between account creation and delivery planning
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 an implementation issue and include the account details the team needs.
- 4Pick the Pipedrive new organization trigger and choose where run reports should go.
- 5Test with one real organization and review the Jira issue.
Questions about this workflow
Can the issue include implementation requirements?
Ask Notis to include requirements that are present in available organization context. Add any internal checklist details to your instruction.
Can this create more than one issue?
This workflow uses the Jira create issue action for a single issue. Use a bulk issue creation instruction when several distinct tasks are needed.
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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