Connecting Jira to Automate.io

There are two methods to connect Jira to Automate.io. 

Method 1:
Go to APPS in your dashboard. Click the blue ‘+’ button on the top-right. You will see a ‘Add a new app’ pop-up. 

Search for Jira in the search box. Select Jira. You will see a window which prompts you to validate the app (see 'How to validate Jira?' below). 

Method 2:
While creating a Bot, you can directly connect Jira either as a Trigger or an Action app. Refer to 'Connecting the Trigger app' or 'Connecting the Action app' in How to create a Bot.

How to validate Jira?

In the window below, enter the App Name, the Base URL, Email Address / User ID, and API Token / Password (How do I find my API Token?), and click Validate. In the next window, click Save. Jira will be successfully connected to Automate.io. 

Image: Validate Jira

Note

  1. If you are using Jira Cloud, provide the login Email and the API token. If you are using Jira Software Server, provide the User ID and Password. (See 'What are Jira Cloud and Jira Software Server?' below)
  2. Some Jira triggers require Admin access. So, we suggest you to enter the credentials which have admin privileges. (See 'List of Triggers which need Jira Admin access')

How do I find my API Token?

If you are using Jira Cloud, you can find your API Token here. It opens the page below.

Click Create API token. You will see the below popup.

Enter a label name, and click Create.

A new API token will be created. Click Copy to clipboard. Now, paste it in your Automate.io account.

Note: If you are using Jira Software Server, enter your User ID and Password.

What are Jira Cloud and Jira Software Server?

Jira Cloud hosts, secures and maintains your products on the cloud for you. On the other hand with Jira Software Server, you install, host, run and maintain your products yourself using your own hardware or cloud hosting services like AWS.

List of Triggers which need Jira Admin access.

The following Triggers require Jira Admin access. 

  • New Issue: Triggers when there is a new Issue 
  • New Sprint: Triggers when there is a new Sprint 
  • New Comment: Triggers when a new comment is added to an issue 
  • New Project: Triggers when there is a new Project
  • New User: Triggers when a new user is added
  • New Worklog: Triggers when a new Worklog is added to an issue 
  • Issue Updated: Triggers when an Issue is updated 
  • Worklog Updated: Triggers when a new Worklog is added to an issue 
  • Issue Status Changed: Triggers when status of an Issue is changed 

Using Jira with Automate.io

Now that the connection is successful, it’s time for the real fun—creating bots to automate your tasks. You will need to set up a trigger and actions to do that. To learn what these terms mean, check out our Automate.io terminology page.

You can integrate Jira with so many of your favorite apps—CRM, support, collaboration, payments, forms, etc

Limitations

  1. The user will be able to use the 'Epic Link' field only if the Issue Type is set to 'Epic'.
  2. Currently, Automate.io doesn't have the provision to add or update the status of an issue.

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