Connect ClientSuccess and Jira Service Management to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from ClientSuccess.

Add your action

An action happens after the trigger—such as "Create Request" in Jira Service Management.

You’re connected!

Zapier seamlessly connects ClientSuccess and Jira Service Management, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client
Triggers when a new client is added.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Client
- Disposition
Trigger
Polling
Try It
- Client
Trigger
Instant
Try It
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Write

- Client
  Required
- Interaction Type
  Required
- Contact ID
- Employee
- Note
- Subject
- Created Date
Action
Write
- Product
  Required
- Client
  Required
- Note
  Required
- Amount
  Required
- Quantity
  Required
- Start Date
  Required
- End Date
  Required
- Is Recurring?
  Required
- Auto Renew?
  Required
Action
Write

- Task UUID
  Required
- Assign to Employee
- Name
- Note
- Due Date
- Completed
- Start Date
- Attributes
Action
Write
- Client ID
  Required
Action
Search
- External ID
  Required
- Name
  Required
- Status
  Required
- 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
Search or write
- Site
  Required
- Project
  Required
Trigger
Polling
Try It
- Site
  Required
- Project
  Required
- Request Type
  Required
Action
Write

- Client
  Required
Trigger
Polling
Try It
New User
Triggers when a new user/employee is added to your organization.
Trigger
Polling
Try It
- Client
  Required
Trigger
Polling
Try It
- Name
  Required
- Status
  Required
- 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
- Client
  Required
- Contract Name
  Required
- Description
- Note
- Booking Date
- Close Lost Date
- Probability
- Currency
- Assigned ARR
- Assigned MRR
- Terminated Date
- Terminated Effective Date
- External ID
- Auto Renewal
- Booked By Employee ID
- Closed Lost By Employee ID
- Terminated Lost By Employee ID
- Type Value
- Stage Value
  Required
- Forecast Type Value
- Tenant Product ID
  Required
- Line Number
- Product Code
- Description
- Quantity
  Required
- Total
  Required
- Recurring
- Termination Start Date
- Termination End Date
- Assigned ARR
- Assigned MRR
- External ID
- Billing Frequency
- Modified Time
Action
Write
- Client
  Required
- Risk Level
  Required
- Employee
- Note
- Created Date
Action
Write
- Client
  Required
- Employee
  Required
- Name
  Required
- Note
- Due Date
- Start Date
- Attributes
Action
Write
- External ID
  Required
Action
Search
- Email
  Required
Action
Search
- Email Address
  Required
- Client
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Office Phone
- Mobile Phone
- LinkedIn URL
- Executive Sponsor?
- Advocate?
- Champion?
Action
Search or write
- Site
  Required
- Project
  Required
Trigger
Polling
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect ClientSuccess and Jira Service Management to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your ClientSuccess to Jira Service Management integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClientSuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Jira Service Management

Jira Service Management is help desk software that enables support agents to receive, track, manage and resolve requests from help seekers.