Keep Related Work Connected: Link Issues When Deals Advance
As a deal moves through pipeline stages, your engineering work should move in lockstep. This workflow automatically links related Jira issues when deal status changes, so your team always knows what customer work is connected.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Link Issues
Links two jira issues using a specified link type with optional comment.
Why this helps
A deal advances to the next stage, but your implementation epic sits disconnected from the sales work. You manually announce what's happening, and information stays fragmented across systems.
- Engineering automatically sees the sales context for their work without asking
- Related issues are visibly connected, preventing duplicate or contradictory work
- One workflow replaces multiple manual announcements and status updates
- Reduce emails about 'By the way, can you also...?' because context is transparent in Jira
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Jira to your Notis workspace.
- 2Create an automation: go to New Automation in the portal or ask Notis in chat.
- 3Set the trigger to 'Deal Stage Updated' and pick the key stage (e.g., 'Qualified' or 'Closed Won').
- 4Write your prompt: 'When this deal stage is reached, find the customer's epic in Jira and link it to the new implementation issue. Use a 'relates to' link type.'
- 5Choose your notification channel, save, and test by moving a deal to that stage.
Questions about this workflow
What link types does Jira support?
Your prompt can specify: 'relates to', 'blocks', 'is blocked by', 'depends on', etc. Notis uses the standard Jira link types.
Can I link across projects?
Yes. Jira links work across projects, so your prompt might say: 'Link the Sales project deal issue to the Engineering project implementation epic.'
What if the related issue doesn't exist yet?
You can instruct Notis: 'If the implementation epic doesn't exist, create it, then link both issues together.'
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.
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When this happens · Trigger
Do this · Action
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