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Custify + Jira Service Management

Create new Jira Service Management requests when playbook steps occur in Custify

Create a seamless workflow between Custify and Jira Service Management using this automation. With this setup, whenever a Playbook Step occurs in Custify, it will result in a new request creation in Jira Service Management. This not only enhances efficiency but also ensures consistency and accuracy in your customer management and issue tracking system. Boost your productivity by minimizing manual tasks and focusing on what matters most to your business.

Create a seamless workflow between Custify and Jira Service Management using this automation. With this setup, whenever a Playbook Step occurs in Custify, it will result in a new request creation in Jira Service Management. This not only enhances efficiency but also ensures consistency and accuracy in your customer management and issue tracking system. Boost your productivity by minimizing manual tasks and focusing on what matters most to your business.

  1. When this happens...
    CustifyCustify
    Playbook Step

    Triggers when a company enters the selected playbook step.

    TriggerInstant
  2. automatically do this!
    Jira Service ManagementJira Service Management
    Create Request

    Create a new request.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SegmentRequired

    Trigger
    Instant
    Try It
    • SegmentRequired

    Trigger
    Instant
    Try It
    • PlaybookRequired

    Trigger
    Instant
    Try It
    • New custom attribute

    Action
    Write
    • SegmentRequired

    Trigger
    Instant
    Try It
    • SegmentRequired

    Trigger
    Instant
    Try It
    • PlaybookRequired

    Trigger
    Instant
    Try It
    • Event nameRequired

    • Event date and timeRequired

    • User ID

    • Email

    • Company ID

    • Metadata

    Action
    Write
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About Custify

Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.

Related categories

  • Customer Appreciation
jira-service-management logo
jira-service-management logo

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.
Learn more

Related categories