1.Detects new epic issue
Integrate Jira Software Cloud to pass epic key, summary, company name, and date fields to the workflow.
Create project records from new consulting epics for billing
Automatically monitor new epic issues matching your configured JQL across Jira Software Cloud and BQE CORE. Create and update billing-ready project records when epic issue is created or matches JQL or includes date fieldsβso you can provision clients, build a standard project structure, and launch time capture without manual setup.
How this automation provisions billing-ready projects
When new consulting epics arrive but project and client records lag, time capture and invoicing start late. This automation monitors epic creation, searches for the right client, creates the root project, and builds standard billable and non-billable phasesβso your team can start billing faster.
Jira Software Cloudor swap with your favorite app
2.Searches and provisions client
Integrate BQE CORE to search by company name and create a client record when no match exists.
BQE COREor swap with your favorite app
3.Creates root project
Integrate BQE CORE to create the root project, map epic fields to project dates, and link the client record.
4.Creates standard child phases
Integrate BQE CORE to create two phases under the project and assign the default project manager.
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
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