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.
Add Attachment
Uploads and attaches a file to a jira issue.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
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.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
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.
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.
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When this happens · Trigger
Do this · Action
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