Daily Reminders: Pending WhatsApp Conversations as Jira Tasks
Unread WhatsApp conversations pile up. Each morning, Notis creates a task reminder so nothing gets buried.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
You have a backlog of customer messages you haven't fully addressed. Days go by, and you forget which ones need action. By the time you remember, the customer is frustrated.
- Never miss a customer conversation requiring response
- Daily structured reminder without manual checking
- Visibility into follow-up backlog for the whole team
- Founder can delegate follow-ups more effectively
Setup
Build it in a few focused steps.
- 1Connect your WhatsApp Business Account and Jira workspace to Notis.
- 2In Notis, create a scheduled automation with 'Daily at 9 AM' as your trigger and 'Create Issue' as the action.
- 3Instruct Notis: 'Every morning, review unread WhatsApp conversations and create a backlog task for each one awaiting follow-up.'
- 4Pick your notification channel, run the automation once, and review the generated task to ensure the content is useful.
Questions about this workflow
Can I change the time of day it runs?
Yes. You can set it to run daily at your preferred time, or switch to weekly if daily feels like too much.
What if there are no pending conversations—does it still create a task?
Your instruction can skip creation if the list is empty, or create a 'no pending items' confirmation.
Can I exclude certain conversation threads?
Yes. You can filter out internal team chats or mark conversations as 'handled' to remove them from future summaries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Jira. A trigger fires from one place; an action lands in another.
Whatsapp triggers
Jira actions
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Add Attachment
Uploads and attaches a file to a jira issue.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
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.
Not just Whatsapp and Jira. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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