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Create JIRA issues when new cases are created in Workbooks

  1. When this happensStep 1: New Case

  2. Then do thisStep 2: Create Issue

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

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