When creating an Automation with the “Jira Ticket Creation” action, it creates a ticket in Jira Cloud whenever the Automation runs successfully. Jira integration helps streamline cooperation with stakeholders. 

If you are not familiar with creating an Automation, please view the following article: Creating an Automation. 

Setup 

After creating the Automation, you need to configure the trigger and action. In this example, we’ll create an Automation that creates a ticket in Jira Cloud whenever a ticket is created in Gridly.

Add “Ticket created” trigger 

1. Click Add Trigger, then select “Ticket created” from the dropdown list.

Add “JIRA Ticket Creation” action

1. Click Add Step and select Jira Ticket Creation in the list of actions.
2. Input the following fields using your information in Jira: 

• Jira user email: your Jira email address.
• Jira API token: Log in to https://id.atlassian.com/manage-profile/security/api-tokens and get the API token here. 
• Jira company workspace URL: Open Jira in your web browser and copy the address from your browser's address bar. 
• Jira project key: The Project Key is the prefix of the issue number. In the example of JRA-123, the "JRA" portion of the issue number is the Project Key.
• Select the type of the ticket from Gridly that will be sent to Jira: There are 3 ticket types available: Task, User Story, Bug.
• Customize the details for the new Jira issue you’ll be creating. The fields you can customize include: 
• Ticket Summary 
• Ticket Description

Test Automation

1. Switch the toggle on to turn on the Automation
2. Click Test Automation.  If your Automation is not turned on, Gridly will require that you turn on the Automation in the resulting pop-up message. Click on the toggle to turn on and select Test again.
3. (Optional) Change the name of your Automation by clicking on the top-right corner.

 To view all articles related to Automations, click here.