Jira: Workflow Actions and Triggers

Modified on Fri, 10 Jul at 3:36 AM

We have introduced Jira as a native integration in Workflows. Customer-facing automations can now react when new issues are created or existing issues are updated in Jira — and drive Jira back the other way with a broad set of issue-lifecycle actions: create, update, link, comment, watch, attach files, log work, and move to sprint.

The integration ships with two triggers and eleven actions. Authentication is OAuth, preceded by a friendly Name and Email label. Actions and triggers include a Cloud Site selector so a single connected Atlassian account can target the correct Jira Cloud site even when the user has access to more than one.

Triggers (Jira → Workflows)

  • New issue

  • Updated issue

Actions (Workflows → Jira)

  • Discovery

  • Find users
  • Find projects
  • Find issues
  • Issue Creation and Updates
  • Create issue
  • Update issue
  • Issue Enrichment
  • Add comment to issue
  • Add watcher to issue
  • Add attachment to issue
  • Add work log to issue
  • Issue Relationships
  • Link issue
  • Move issue to sprint

Integration Setup

Connect Jira once via OAuth to begin using the triggers and actions across all workflows.

Steps

  • Open the Workflow Builder and add any Jira trigger or action.

  • On the panel, click Connect your account.

  • The External Authentication Configuration modal opens. Enter a friendly Name (e.g. Engineering Jira, Support Jira) and the Email associated with this Jira account. Click Continue.

  • You will be redirected to Atlassian’s authorization screen. Approve the requested Jira scopes.

  • You will be returned to the Workflow Builder; the panel will update to show Connected.

  • On any Jira trigger or action, pick the target Cloud Site that this step should read from or write to. Required on Create issue; a filter on the triggers.

Use Cases

  1. Issue Resolved → Notify the Customer

  • Updated issue (status = Done) → Find contact → Send resolution message with the fix summary

  • An engineer flips an issue to Done in Jira.

  • Within 5 minutes, the workflow matches the issue back to the customer who reported it and sends a resolution notification with the fix summary.


  1. Cross-Issue Linking on Shared Reports

  • New issue → Find issues (by shared reference) → Link issue (relates to or duplicates)

  • When a new issue is created with a shared external reference (support ticket ID, feature request ID), the workflow looks for existing Jira issues with the same reference and links them.

  • Reduces duplicate work and keeps related issues discoverable inside Jira.

Sample Screenshots





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