Automation Action: Jira Cloud
Use SmartSuite automations to create or update Jira Cloud issues
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

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What is an Action?


An automation action is a step that performs a task, activity, event, or change. Think of a action as:

When Something happens (the Trigger) and These Conditions are true, then This Event (the Action) occurs.

SmartSuite's Create Issue and Update Issue actions for Jira Cloud allow you to automatically add or modify issues in Jira. If you haven't already, we also recommend that you check our our articles on creating an automation and managing automations for more information about setting up new workflows.


Setup

Prerequisites

To use Jira Cloud you will need to have an existing Jira Cloud account and a Jira Cloud instance. Jira Cloud actions are part of SmartSuite's automations system, which all account types have access to. Simply click the Automations option in the Solution drop-down menu (see image below).

Note

This action requires Solution Manager permissions or the Administrator role. To learn more, please see our article on roles and permissions.

Accessing the Automations configuration interface:

Access the Automations Interface

Create a New Automation

Once the Solution Automations dialog is displayed, click Add Automation to begin creating an automation that will interact with Jira Cloud.

Add a new Automation

Choose a Trigger

You will need to set up a trigger to tell the Automation when to run and which record to use as the source of data for your Jira actions.

For example, you might be tracking user-submitted help requests in SmartSuite. If you wanted to create a new Jira issue when a bug is created, you would select a When a Record is Created trigger to initiate the automation when the SmartSuite record is added.

Select the Jira Cloud Action

After creating your automation and selecting your Trigger, you can select Jira Cloud from the Integrations section of the Add Actions list. You can then select either the Create Issue or Update Issue action. It looks like this:

Select Jira Cloud Action


How to Add a Jira Cloud Issue


Whenever your automation trigger fires and the conditions are met, the Jira Cloud Add Issue action will create a new issue record. Configuring it just requires a few clicks.

You will be prompted to select or connect your Jira account. Once your account is connected, the dropdown options for xxx will be pre-populated based on your Jira account. For this example we will use the task issue type.

Click Connect to get started:

If you are not authenticated you will be prompted to log in to your Jira account. You will see a screen like this:

Provide the credentials you would like to use to connect to Jira. Then accept the request to connect:

When your account is connected, you will be returned to the connection screen. Click anywhere outside of the dialog box to continue. Note: you can disconnect your account from the automation at any time by clicking the Disconnect button on this screen.

After this initial account configuration has been completed, you can then specify the details for the Jira issue you want to create. Customizable fields include:

  • Project

  • Issue Type

  • Summary

  • Description

  • Labels

  • Fields* - You are able to add custom fields defined in your Jira Cloud project to the automation. Just click the Add Fields button to add them.

You can add either static values to each of these Jira fields, or map values from the triggering record as their value. Continue adding fields until you have populated everything you need in the issue that will be created in Jira. When you're done, click Save Automation at the bottom-right corner of the screen to save the automation and its configuration.

Note

You will be prompted to switch the automation on. If you click Yes, switch it on the automation will be active and will trigger when its criteria are met. You can also choose to keep it off if you're not yet ready to start creating new records in Jira.

Updating an Existing Jira Issue

To configure the Jira Cloud Update Issue action you will need to find the issue to update by matching one of the following fields to either a static value or a value contained in the triggering record.

Follow the steps described in the Add Issue action above to connect your Jira Cloud account. After this initial account configuration has been completed, you can then specify the details for the Jira issue you want to update. First, select the field to match in Find Issues to Update:

  • Description

  • Issue Type

  • Labels

  • Summary

You can specify how the match should be performed, with the default being the "Contains" operator. You can use the blue + button to add a field from the trigger record to use in the comparison:

Next, select the fields that you want to update by clicking Add Field, selecting the desired field, and then providing a value. You can add either static values to each of these Jira fields, or map values from the triggering record as their value. Continue adding fields until you have populated everything you need in the issue that will be updated in Jira. When you're done, click Save Automation at the bottom-right corner of the screen to save the automation and its configuration.


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