Prerequisites

  1. Cloud or self-hosted version of Jira.

  2. Admin access to Jira.

  3. Active Automate.io account.


Connecting Jira with Automate.io

To add/authenticate your Jira instance (cloud/self-hosted) in Automate.io, please follow the below steps.

1. Visit the Apps page.

2. Click on Add a New App at the top right.

3. Search for Jira and select the Jira box. You would see the below prompt pop-up.

4. Enter your Jira base URL, email address, and API token for Jira Cloud OR enter base URL, user ID, and the password for self-hosted Jira.

5. Click on Validate.

Note: You would be unable to validate your Jira instance if you have enabled Duo’s two-factor authentication to your Jira login.


Triggers

⚡️ New Issue

Description: Triggers whenever there is a new issue created in the specified project.

Unsupported items: One project only per Bot.

⚡️ Issue Status Changed

Description: Triggers whenever the status of any issue is changed in the specified project. You would need to specify the target status of the issue looking at which the Bot will trigger when the issue status is changed to the target status.

Unsupported items: One project only per Bot.

⚡️ Issue Updated

Description: Triggers whenever there is an issue modified in the specified project.

Unsupported items: One project only per Bot.

⚡️ New Comment

Description: Triggers whenever a new comment is added by anyone to any issue.

Unsupported items: We cannot select a specific project or issue.

⚡️ New Worklog

Description: Triggers when a new worklog is added by anyone to any issue.

Unsupported items: We cannot select a specific project.

⚡️ Worklog Updated

Description: Triggers when an existing worklog is modified by anyone in any issue.

⚡️ New Sprint

Description: Triggers when a new sprint is created in your Jira account.

⚡️ New Project

Description: Triggers when a new project is created in your Jira account.

⚡️ New User

Description: Triggers when a new user is added to your Jira account.


Actions

✅ Add Issue

Description: Used to create a new issue based on the specified project and the issue type to be created. You would see all the issue-related fields (including custom fields) only after selecting the project and the issue type.

Unsupported items:

1)Status field, Parent issue field, Issues created without specifying the project and the issue type, Epic link field not working for issue types other than 'Epic.'

2)Dynamic mapping is not supported if the "Issue Type" field is set to Task, Epic or any other custom issue type.

3)Issue Links field

✅ Search Issue

Description: Used to search for an existing issue based on the issue ID/key OR issue summary OR the JQL.

✅ Update Issue

Description: Used to modify an existing issue based on the project, issue type, and issue ID/key. You would see all the issue-related fields (including custom fields) only after selecting the project and the issue type. To fetch the issue ID/key, please use Search Issue right before this action as shown in the below screenshot.

Unsupported items: Status field, Parent issue field, Issue Links field.

✅ Add Comment

Description: Used to add a new comment to an existing issue based on the issue key.

Unsupported items: Custom fields related to Issues.

✅ Search User

Description: Used to search for an existing user in your Jira account based on the user's email address OR the account ID.

Unsupported items: Custom fields.


Common issues with Jira integration

❗️ Error: Failed to load output fields for the ‘Search issue’ action.

This error usually occurs if your Jira SSL root certificate expires. Please contact your IT administrator regarding this.

❗️ I'm getting a 401 Error while trying to log in.

Workaround: For some JIRA instances, you need to log in with your user name instead of your email. You can find it by going to your profile in JIRA. Visit this link for more information.

❗️ “Error in the JQL Query: The quoted string 'Searched_text' has not been completed. (line 1, character 9)."

Please check if you are searching with some special characters. Our Search Action is based on Jira JQL API and a few special characters do not work with Jira API resulting the above error.

❗️ I cannot see the Status field. I am using Add Issue OR Update Issue action.

As of now, we do not support providing status to the issue because of which, the field is not shown in the Bot. We do plan to support this in the future.

❗️ I cannot see all my fields. I am using Add Issue OR Update Issue action.

Please make sure you have specified the project as well as the issue type. You would see all the issue-related fields (including custom fields) only after selecting the project and the issue type.

❗️ I cannot understand how do I add attachments to my issue in Jira using the Bot.

Unfortunately, we are not yet supporting attachments because of which it is not possible to attach a file to any Jira issue using Automate.io.

❗️ Error: Failed to enable Bot. Register webhook failed. You do not have permission to complete the operation or access the resource.

This error usually occurs when you do not have privileges to create/modify a webhook in your Jira account. Please contact your Jira admin for the same.

❗️ My Bot is not triggering. I am using a Jira-based trigger.

This usually occurs when you are using a private infrastructure to host your JIRA server. Please check if below IP addresses are whitelisted in your firewall.

IP addresses: 52.6.191.2, 100.24.200.89, 34.197.5.190, 34.206.38.217.

❗️ We currently do not support SSO authentication for Jira app.

❗️ We do not support creating Sub-task.

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