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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.

Add your action

An action happens after the trigger—such as "Add Attachment to Issue" in Jira Software Cloud.

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Zapier seamlessly connects Copilot and Jira Software Cloud, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

List App Installs
Lists the app installs in a workspace.
Trigger
Polling
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Polling
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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List Custom Fields
Lists all available custom fields.
Trigger
Polling
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
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- File Channel Id
  Required
- Folder path
- Limit
Trigger
Polling
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
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Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
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Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Polling
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Invoice Deleted
Triggers when an invoice is deleted
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
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List Invoice Templates
Lists the invoice templates.
Trigger
Polling
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Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
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Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Trigger
Polling
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Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
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Note Deleted
Triggers when a note is deleted.
Trigger
Instant
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Note Updated
Triggers when a note is updated.
Trigger
Instant
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Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Instant
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Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
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List Prices
Lists the prices.
Trigger
Polling
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List Products
Lists the products.
Trigger
Polling
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Subscription Canceled
Triggers when an subscription is canceled
Trigger
Instant
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List Subscriptions
Lists the subscriptions.
Trigger
Polling
Try It
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Instant
Try It
Task Created
Triggers when a task gets created in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
- Created By
- Parent Task ID
- Status
- Client ID
- Company ID
- Internal User ID
Trigger
Polling
Try It
Task Updated
Triggers when a task gets updated in your workspace.
Trigger
Instant
Try It
- The ID of the App Install
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- ID
  Required
- Given name
- Family Name
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Company ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- IDs of all members in the channel
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership Type
  Required
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Member IDs - IDs of client members to be added to this channel
- Client ID
- Company ID
Action
Write
- Entity Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- Content
Action
Write
- Subscription
Action
Write
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Write
- The ID of the App Install
  Required
- ClientId
- CompanyId
Action
Search
- ID
- Email
- Company ID
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- The ID of the file to get
  Required
Action
Search
- The ID of the internal user to get
Action
Search
- The ID of the note to retrieve.
Action
Search
- The ID of the Product to get
  Required
Action
Search
- The ID of the task to get
  Required
Action
Search
- The ID of the App Install
  Required
- ClientId
- The company id of the App Connection
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- The ID of the Company to get
- Name
  Required
- Icon Image URL
Action
Search or write
- The ID of the file to get
  Required
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Search or write
- The ID of the note to retrieve.
- Entity Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- Content
Action
Search or write
- The ID of the task to get
  Required
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Search or write
- JQL
- Order_by
Trigger
Polling
Try It
- Issue
  Required
- Attachment
  Required
Action
Write
- First Issue
  Required
- Link Type
  Required
- Second Issue
  Required
Action
Write
- Issue
  Required
- Time Spent
  Required
- Work Description
- Started Date
Action
Write
- Issue
  Required
- Project
- Board
  Required
- Sprint
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Project
  Required
- Name
  Required
Action
Search
- Filter
  Required
- Max Results
- Fields
Action
Search
- Key
- Fields
Action
Search
- Search by Parameter
  Required
Action
Search
- Keyword
  Required
Action
Search

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
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Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It
Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Polling
Try It
Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
Trigger
Polling
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form ID
  Required
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when an invoice is created
Trigger
Instant
Try It
List Invoices
Lists the invoices.
Trigger
Polling
Try It
Invoice Sent
Triggers when an invoice is sent
Trigger
Instant
Try It
Invoice Voided
Triggers when an invoice is voided
Trigger
Instant
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- Channel ID
- Limit
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Trigger
Polling
Try It
- Recipient ID
Trigger
Instant
Try It
List Payments
Lists the payments.
Trigger
Polling
Try It
Price Created
Triggers when a price is created
Trigger
Instant
Try It
Product Created
Triggers when a product is created
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated
Trigger
Instant
Try It
Subscription Created
Triggers when an subscription is created
Trigger
Instant
Try It
List Subscription Templates
Lists the subscription templates.
Trigger
Polling
Try It
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Instant
Try It
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
Trigger
Polling
Try It
List Workspace
List the workspace associated with the portal
Trigger
Polling
Try It
- Email
  Required
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID (Deprecated)
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Write
- Recipient ID (Deprecated)
- Form ID
  Required
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- Link url
  Required
Action
Write
- The text content of the message
  Required
- The Id of the target message channel
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Title
  Required
- Content
  Required
- Note ID
  Required
Action
Write
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Name
- Description
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Is Archived
Action
Write
- ID
  Required
Action
Search
- The ID of the Company to get
- Name
Action
Search
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Client ID
- Company ID
Action
Search
- The ID of the Form to get
  Required
Action
Search
- The ID of the message channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Action
Search
- The ID of the Price to get
  Required
Action
Search
- The ID of the Subscription to get
  Required
Action
Search
- The ID of the task template to get
  Required
Action
Search
- ID
- Email
  Required
- Company ID
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- Member ID
- Client ID
- Company ID
- IDs of all members in the channel
Action
Search or write
- The ID of the message channel to get
- Membership Type
  Required
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Client ID
- Member ID
- Limit
- Member IDs - IDs of client members to be added to this channel
- Company ID
Action
Search or write
- The ID of the Subscription to get
  Required
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Search or write
- Project
- Status
Trigger
Polling
Try It
- Project
- Status
Trigger
Polling
Try It
- Issue
  Required
- Comment
  Required
Action
Write
- Issue
  Required
- User
Action
Write
- Format_info
- Project
  Required
- Issue Type
  Required
Action
Write
- Format_info
- Issue
  Required
- Status
Action
Write
- Attachment ID
  Required
Action
Search
- Summary
- Key
- Fields
Action
Search
- JQL
  Required
- Fields
Action
Search
- Filter Name
- Owner Name
Action
Search
- Board
  Required
- Sprint
  Required
Action
Search
- Summary
- Key
- Fields
- Format_info
- Project
  Required
- Issue Type
  Required
Action
Search or write

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Connect Copilot and Jira Software Cloud to integrate crucial parts of your business

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Jira Software Cloud on the Zapier blog

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Frequently Asked Questions about Copilot + Jira Software Cloud integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Jira Software Cloud

What is required to use the Copilot and Jira Software Cloud integration?

To use the Copilot and Jira Software Cloud integration, you'll need accounts on both platforms and the necessary permissions to create Zaps. Make sure that API access is enabled in your Jira Software Cloud instance as well.

Can I create custom triggers for Jira issues with this integration?

Yes, you can create custom triggers for various Jira issue events such as when an issue is created, updated, or transitioned. This allows you to automate actions in Copilot based on these specific events.

How do I automate task creation in Jira using Copilot?

You can automate task creation in Jira by setting up a Zap that triggers based on specific events in another app connected to Copilot. For example, when a new row is added in Google Sheets, a corresponding task can be created in Jira automatically.

Is it possible to update Jira issues from within Copilot?

Yes, it is possible to update Jira issues from within Copilot. You can set up Zaps that trigger from actions within Copilot to update fields such as status, assignee, or comments of a specific issue in Jira.

Can I get notifications in Copilot for changes made in Jira Software Cloud?

Absolutely! You can configure notifications in Copilot to be triggered by various changes in Jira Software Cloud like issue updates or new comments. This ensures that your team stays informed about important changes without having to constantly check Jira.

What kind of actions can be performed on Jira issues using this integration?

Some of the actions you can perform include creating new issues, updating existing ones, changing issue status, adding comments, and assigning tasks. These actions help you manage your workflow efficiently directly from within the integrated environment.

How secure is the data shared between Copilot and Jira Software Cloud during integration?

We take data security seriously. The data exchanged between Copilot and Jira Software Cloud during integration is encrypted using industry-standard protocols. Additionally, we comply with GDPR and other relevant regulations to ensure your data's safety.

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Jira Software Cloud

Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product development. This integration connects to cloud-hosted instances of Jira.