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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Autotask with Jira Software Server - no code necessary. See how you can get setup in minutes.

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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 "New Company" from Autotask.

Add your action

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

You’re connected!

Zapier seamlessly connects Autotask and Jira Software Server, 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.

- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Company
- Assigned To Resource
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
- Project
  Required
Trigger
Polling
Try It
New Issue Type
Triggers when you add a new issue type.
Trigger
Polling
Try It
New Project
Triggers when a project is added.
Trigger
Polling
Try It
- Issue
  Required
- User
  Required
Action
Write
- Format_info
- Project
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Keyword
  Required
Action
Search

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write
- Jql
  Required
Trigger
Polling
Try It
New Priority
Triggers when you add a new priority.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Issue ID or Key
  Required
- File
  Required
Action
Write
- Issue Key
  Required
Action
Write
- Key
- Summary
Action
Search

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Connect Autotask and Jira Software Server to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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 Server on the Zapier blog

Make work flow with AI

Level up your Autotask to Jira Software Server integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Autotask + Jira Software Server integrations

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

How do I set up the integration between Autotask and Jira Software Server?

To set up the integration, navigate to our integrations platform, select both Autotask and Jira Software Server as your chosen applications, and follow the prompts to authenticate each app. You'll then be able to create customized workflows by determining triggers in Autotask that prompt specific actions in Jira.

What are some common triggers in Autotask that can initiate actions in Jira Software Server?

Common triggers in Autotask include ticket creation, updates, or status changes. Once these are triggered, they can prompt actions such as issue creation or comment additions on relevant projects within Jira Software Server.

Can I customize what happens in Jira when something changes in Autotask?

Yes, our platform allows you to fully customize the actions that occur in Jira when there are changes in Autotask. You can set it so a new ticket created in Autotask results in a new issue being generated in a specified project within Jira.

Do I need any special permissions to integrate these two platforms?

To integrate Autotask with Jira Software Server, ensure you have administrative access or sufficient permissions on both platforms. This is essential for authenticating the apps and setting up effective workflows without interruptions.

How can I ensure data accuracy during integration between these systems?

We maintain data integrity by ensuring all fields are correctly mapped between Autotask and Jira. Carefully review field mappings during setup to ensure accuracy and prevent potential discrepancies.

Are there predefined templates available for this integration?

While setting up integrations from scratch is possible, we offer several predefined templates that address common use cases between Autotask and Jira Software Server. These templates can accelerate the setup process significantly.

How often does synchronization occur between Autotask and Jira after integration is set up?

Synchronization frequency depends on your chosen settings during setup. Typically, actions triggered by events in one app prompt near-real-time updates or batch processes at defined intervals within the other application.

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Jira Software Server

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About Jira Software Server

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

HelpHelp

Related categories

Project Management

Similar apps

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Project Management

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Project Management

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Developer Tools

Connect Autotask and Jira Software Server to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Autotask and Jira Software Server to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate Jira Software Server on the Zapier blog

How to turn Google Forms entries into tasks and projects

Make work flow with AI

Frequently Asked Questions about Autotask + Jira Software Server integrations

Connect Autotask to Jira Software Server on the world's largest no-code automation platform