Create JIRA issues when new cases are created in Workbooks

Make sure that all of the relevant teams are aware of an issue as soon as it arises by using this integration to copy your cases across from Workbooks to Jira. After this integration is set up, Zapier will automatically create issues in JIRA every time a new case is created in Workbooks so you don't have to worry about anything falling through the cracks.

Note: You could add a Filter step so that this automation only creates new Issues in JIRA when certain case types are created in Workbooks. Read this Knowledge Base page for help using this template.

How this Workbooks CRM-JIRA integration works

  1. A new case is created in Workbooks
  2. Zapier creates an issue in JIRA

Apps involved

  • Workbooks CRM
  • JIRA
Create JIRA issues when new cases are created in Workbooks
Workbooks CRM integration logo

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Jira integration logo

Jira is a bug and issue tracking software tool that allows software developers to manage product development and build better software.

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