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

  1. When this happensStep 1: New Issue

  2. Then do thisStep 2: Create Case

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.

Note: See this Workbooks Knowledge Base page for more information about this Zap Template

How this JIRA-Workbooks CRM integration works

  1. A new issue is raised in JIRA
  2. Zapier creates a new case in Workbooks CRM

Apps involved

  • JIRA
  • Workbooks CRM

Connect Jira Software Server + Workbooks CRM in Minutes

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