JIRA

The JIRA action connector lets you create a task, create an issue, and update an issue in JIRA.

Perform the following steps to set up JIRA action connector:

1. Click Configure Action Step from the left navigation panel.
   
2. Click Action Step to configure third-party services.
3. Within the Configure Action Step, click the Jira connector.
   
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4. Under Choose an Action tab, you will see three actions: Create a Task (creating a ticket in Jira), Create an Issue (creating an issue in Jira) , and Update an Issue (updating an issue in Jira).
   
   Let’s look at each of them in detail.
Action 1: Select the Create a Task action:
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1. Click the + Add New Account button to set up your Jira account (see screenshot in next step).
   
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2. In the Authorize modal, enter a Title, an Email, an API Token and a Cloud Instance URL, and then click Authorize.
   To generate the API Token and Cloud Instance URL, log in to the JIRA dashboard and perform the following steps:
   
   1. Log in to JIRA using your authorized email address and go to your Account Settings.
   2. In the Security section, click Create and manage API tokens.
   3. Click Create API token.
      
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   4. Provide a Label for the token and click Create.
   5. Copy this token and save it somewhere as you won’t be available to view it once you close the modal.
      

      Note: For more information on API Tokens, refer to the How to create API Tokens in JIRA document.

   6. Your Cloud Instance URL is the custom URL that you provide while creating a project, say https://domain_name.atlassian.net/.
      

      Additional Resource: Read more on Create a Project | Customize your project.

      
      
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3. On the Create a Task Configure Action page, enter the details given below:
   1. Select the Assignee ID of the user to whom you want to assign the ticket from the Lookup list.
   2. Select Project Key of the project in which you want to create the ticket from the Lookup list.
   3. Provide a suitable Title for the task.
      
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      Click the Show optional fields toggle button to provide the Description and Labels.
4. Click Proceed.
5. You will see the input values which you have configured in the Configure Action modal.
   
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6. Check if the details are correct. If yes, click Test Action.
   
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7. Once set, click Save and Exit.
   
8. Navigate to your JIRA Project. You should see that the ticket has been generated and is placed under Backlog.
   
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Action 2: Select the Create an Issue action:
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1. Click the + Add New Account button to set up your Jira account (see screenshot in next step).
   
   Click to enlarge
   
   
2. In the Authorize modal, enter a Title, an Email, an API Token and a Cloud Instance URL, and then click Authorize.
   To generate the API Token and Cloud Instance URL, log in to the JIRA dashboard and perform the following steps:
   
   1. Log in to JIRA using your authorized email address and go to your Account Settings.
   2. In the Security section, click Create and manage API tokens.
   3. Click Create API token.
      
      Click to enlarge
   4. Provide a Label for the token and click Create.
   5. Copy this token and save it somewhere as you won’t be available to view it once you close the modal.
      

      Note: For more information on API Tokens, refer to the How to create API Tokens in JIRA document.

   6. Your Cloud Instance URL is the custom URL that you provide while creating a project, say https://domain_name.atlassian.net/.
      

      Additional Resource: Read more on Create a Project | Customize your project.

      
      
      Click to enlarge
3. On the Create an Issue Configure Action page, enter the details given below:
   1. Select a Project Key of the project in which you want to create an issue from the Lookup list.
      
   2. Select an Issue Type from the Lookup list.
      

      Note: It is mandatory to select a Parent Issue if you choose the issue type as a sub-task.

   3. Select the Assignee ID from the Lookup list.
   4. Provide a suitable Title for the issue.
      
      Click to enlarge
      
      Click the Show optional fields toggle button to provide the Description and Labels.
4. Click Proceed.
5. You will see the input values which you have configured in the Configure Action modal.
   
   Click to enlarge
6. Check if the details are correct. If yes, click Test Action.
   
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7. Once set, click Save and Exit.
8. Navigate to your JIRA Project. You should see that the ticket has been generated and is placed under Backlog.
   
   Click to enlarge

Action 3: Select the Update an Issue action:
Click to enlarge
1. Click the + Add New Account button to set up your Jira account (see screenshot in next step).
   
   Click to enlarge
   
   
2. In the Authorize modal, enter a Title, an Email, an API Token and a Cloud Instance URL, and then click Authorize.
   To generate the API Token and Cloud Instance URL, log in to the JIRA dashboard and perform the following steps:
   
   1. Log in to JIRA using your authorized email address and go to your Account Settings.
   2. In the Security section, click Create and manage API tokens.
   3. Click Create API token.
      
      Click to enlarge
   4. Provide a Label for the token and click Create.
   5. Copy this token and save it somewhere as you won’t be available to view it once you close the modal.
      

      Note: For more information on API Tokens, refer to the How to create API Tokens in JIRA document.

   6. Your Cloud Instance URL is the custom URL that you provide while creating a project, say https://domain_name.atlassian.net/.
      

      Additional Resource: Read more on Create a Project | Customize your project.

      
      
      Click to enlarge
3. On the Update an Issue Configure Action page, enter the details given below:
   1. Select a Project Key of the project in which you want to update an issue from the Lookup list.
      
   2. Select an Issue (of which you want to update the status) from the Lookup list.
   3. Select the Status from the Lookup list.
      
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4. Click Proceed.
5. You will see the input values which you have configured in the Configure Action modal.
   
   Click to enlarge
6. Check if the details are correct. If yes, click Test Action.
   
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7. Once set, click Save and Exit.
8. Navigate to your JIRA Project. You should see that the ticket has been generated and is placed under Backlog.
   
   Click to enlarge

This sets your JIRA action connector.