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Jira Software Server + Workbooks CRM

Create new Cases in Workbooks CRM when new JIRA Issues are raised

Keep track of all of your customer interactions in one place by allowing automation to do the heavy lifting. Once active, this integration will automatically create a new case in Workbooks every time a new issue is raised in Jira, saving you from the hassle of duplicate entry.

Keep track of all of your customer interactions in one place by allowing automation to do the heavy lifting. Once active, this integration will automatically create a new case in Workbooks every time a new issue is raised in Jira, saving you from the hassle of duplicate entry.

  1. When this happens...
    Jira Software ServerJira Software Server
    New Issue

    Triggers when you add an issue to a project of your selection.

    TriggerScheduled
  2. automatically do this!
    Workbooks CRMWorkbooks CRM
    Create Case

    Triggers when a new case is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ProjectRequired

    Trigger
    Scheduled
    Try It
  • Jira Software Server triggers, actions, and search

    New Issue Type

    Triggers when you add a new issue type.

    Trigger
    Scheduled
    Try It
    • IssueRequired

    • UserRequired

    Action
    Write
    • JqlRequired

    Trigger
    Scheduled
    Try It
    • Issue ID or KeyRequired

    • FileRequired

    Action
    Write
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jira-software-server logo

About Jira Software Server

Jira is a bug and issue tracking tool that allows software developers to manage product development and build better software. This integration connects to self-hosted instances of Jira.
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Related categories

  • Project Management

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workbooks logo

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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