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Notis

Automate Jira Search Reports on Your Schedule

Every morning, Notis runs a Jira search and posts a summary of open issues, blocked tasks, or overdue items to your channel. No manual checking required.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Search Issues Using JQL (GET)

Searches for jira issues using jql with pagination and field selection.

Why this helps

You want to know what's overdue or blocked in Jira, but checking manually every day wastes time. By the time you look, you've already forgotten the status.

  • Automated Jira searches run on your schedule
  • Get summaries of open, blocked, or overdue work
  • No manual report generation
  • Team sees status at a glance without searching

Setup

Build it in a few focused steps.

  • 1Connect Jira to Notis.
  • 2Ask Notis: 'Run a Jira search every morning and send me a report' or use Automations > New.
  • 3Write your instruction: 'Search for all issues with status In Progress and assigned to me that haven't been updated in 3 days. Send the results every weekday at 9am.'
  • 4Select 'Schedule' (cron) as your trigger and choose your time and notification channel.
  • 5Wait for the first scheduled run and review the report.

Questions about this workflow

Can I search by custom fields or specific JQL?

Yes. Tell Notis exactly what to search for: 'Find all issues tagged with 'blocked' or 'overdue'.' Notis will build the right query.

What information appears in the report?

Whatever you ask for: issue keys, titles, assignees, due dates, or custom fields. Include that in your instruction.

Can the report be filtered by project or team?

Absolutely. Specify that in your instruction: 'Search only in the Backend project' or 'Only show issues assigned to the Platform team.'

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Jira. A trigger fires from one place; an action lands in another.

Salesforce triggers

Jira actions

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Add Comment

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

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Add Watcher to Issue

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

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Assign Issue

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

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Bulk Create Issues

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

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

Create Issue

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

ActionInstant

Task Created or Completed

Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.

TriggerPolling

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.

Not just Salesforce and Jira. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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