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.
- When this happens...New Task
Triggers when a new task is added to a client.
- automatically do this!Create Issue
Creates a new issue.
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New Client
Triggers when a new client is added.
Try ItClientRequired
Try ItClient
Disposition
Try ItClient
Try It
ClientRequired
Try ItNew User
Triggers when a new user/employee is added to your organization.
Try ItClientRequired
Try ItNameRequired
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
