Link Deal Progress to Project Epics Automatically
Your deals and your dev work don't have to be siloed. When a deal reaches a key stage, Jira automatically creates an epic to track the delivery work, keeping sales and engineering aligned without meetings.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Deals move through Hubspot while your dev team has no idea what just got qualified, and you're the one bridging the gap with constant manual updates and status calls.
- Engineering always knows what deals are moving and can prep accordingly
- Single epic per deal removes duplication and keeps scope clear
- No more 'What are we building this quarter?' meetings because the deal progress is visible in Jira
- Reduce time spent manually logging deal info into project tickets
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Jira in your Notis workspace (one-time setup).
- 2Create an automation: go to Automations > New Automation or ask Notis in chat.
- 3Set the trigger to 'Deal Stage Updated' from Hubspot (e.g., 'Qualified' or 'Closed Won').
- 4Write your prompt: 'When a deal reaches [stage], create an epic in Jira with the deal name and summary.'
- 5Choose a notification channel, save, and test by moving a deal to that stage in Hubspot.
Questions about this workflow
Can I create different epics for different deal stages?
Absolutely. Your prompt can say: 'If qualified, create an epic in the Roadmap project; if closed-won, create one in the Delivery project.' Notis handles the logic.
What if the same deal reaches multiple stages?
Each stage transition creates a new epic. If you want to update an existing epic instead, mention that in your prompt and Notis will adapt.
How does Notis know which project to use?
You specify it in your prompt. For example: 'Create an epic in the Enterprise Solutions project.' No manual project selection needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Jira. A trigger fires from one place; an action lands in another.
Hubspot triggers
Jira actions
Contact Created Trigger
Contact Created Trigger
Add Attachment
Uploads and attaches a file to a jira issue.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
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.
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When this happens · Trigger
Do this · Action
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