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  • Jira Software Cloud logoJira Software Cloud logo

ClientSuccess + Jira Software Cloud

Create issues in Jira Software Cloud from new tasks in ClientSuccess

Streamline your project management with this efficient workflow. When a new task is created in ClientSuccess, it generates an issue in Jira Software Cloud instantly. This enables teams to swiftly address client needs, improving productivity and enhancing client satisfaction in the process. Enhance communication, keep your project timeline on track, and ensure no task falls through the cracks with this handy automation.

Streamline your project management with this efficient workflow. When a new task is created in ClientSuccess, it generates an issue in Jira Software Cloud instantly. This enables teams to swiftly address client needs, improving productivity and enhancing client satisfaction in the process. Enhance communication, keep your project timeline on track, and ensure no task falls through the cracks with this handy automation.

  1. When this happens...
    ClientSuccessClientSuccess
    New Task

    Triggers when a new task is added to a client.

    TriggerInstant
  2. automatically do this!
    Jira Software CloudJira Software Cloud
    Create Issue

    Creates a new issue.

    ActionWrite
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Supported triggers and actions

    • ClientRequired

    Trigger
    Polling
    Try It
    • Client

    • Disposition

    Trigger
    Polling
    Try It
    • Client

    Trigger
    Instant
    Try It
  • ClientSuccess triggers, actions, and search

    New User

    Triggers when a new user/employee is added to your organization.

    Trigger
    Polling
    Try It
    • ClientRequired

    Trigger
    Polling
    Try It
    • NameRequired

    • StatusRequired

    • Success Cycle ID

    • Assigned Employee

    • Assigned Sales Rep Name

    • Client as of

    • Street Address

    • City

    • Zip Code

    • State/Province

    • Country

    • LinkedIn URL

    • Salesforce Account ID

    • External ID

    Action
    Write
clientsuccess logo
clientsuccess logo

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.
jira-software-cloud logo
jira-software-cloud logo

About Jira Software Cloud

Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product development. This integration connects to cloud-hosted instances of Jira.

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