Turn Every New Contact Into a Tracked Onboarding Task
Stop losing track of new contacts. Every Hubspot contact automatically triggers a Jira task, so your team knows exactly who needs onboarding and can track progress without hopping between tools.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
New contacts arrive scattered across systems, and onboarding checklists live in your head instead of a shared workflow. You end up context-switching between Hubspot and Jira just to remember what's pending.
- No more forgotten onboarding steps or duplicate work
- Instant task ownership removes ambiguity about who's responsible
- Reduce time spent toggling between Hubspot and Jira
- Single source of truth for contact status and next steps
Setup
Build it in a few focused steps.
- 1Connect both Hubspot and Jira to your Notis workspace (one-time setup in the portal).
- 2Create a new automation: ask Notis in chat or open Automations > New Automation in the portal.
- 3Set the trigger to 'Contact Created' from Hubspot.
- 4Write your prompt: 'Create a task in Jira when a new contact arrives. Use the contact name and email as the task details.'
- 5Pick a channel where Notis reports runs (Telegram, Slack, or email), then save and test with one new Hubspot contact.
Questions about this workflow
Can I customize the task fields (project, issue type, priority)?
Yes, just include those details in your plain-language prompt. For example: 'Create a High priority onboarding task in the Growth project for each new contact.'
Will this create tasks for existing contacts, or only new ones?
Only new contacts added to Hubspot after the automation is created. Existing contacts won't retroactively trigger tasks.
What if I want to skip certain contacts?
You can refine your prompt to filter: 'Only create a task if the contact is from a specific country or company type.' Notis interprets the logic.
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.
Not just Hubspot and Jira. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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