![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Jira-with-Process-Street-04.png\")
<\/p>\n<\/p>\n
Jira helps teams plan, assign, track, report, and manage their work together in teams or in cross-departments. You can integrate Jira<\/a> with Process Street<\/a>\u00a0to make your workflows<\/a> super powerful and automate your work via Webhooks<\/a> or Zapier<\/a>.<\/p>\n Users<\/strong>: In Jira<\/strong>, you’ll need\u00a0<\/em>a user account with read\/write access to the project you’d like to automate or be a global admin.<\/em> In Process Street,<\/strong><\/em><\/span>\u00a0you’ll need to be an admin to create webhooks.\u00a0<\/em><\/p>\n A Webhook integration\u00a0can bring information from Jira that would trigger a new workflow run<\/a> in your Process Street account.\u00a0Webhooks are\u00a0automated messages or payloads sent from apps as a trigger to cause an action in a receiving app.<\/em><\/p>\n In this example, we will create a Webhook that runs the Customer Support Tickets workflow when a new issue is created in Jira.<\/p>\n Now, let\u2019s jump into the integration.<\/p>\n First, create a Workflow\u00a0<\/a>in Process Street and ensure to add form fields<\/a> that are relevant to the data fields in\u00a0Jira. This will help you to map the relevant information from\u00a0Jira\u00a0to Process Street.<\/p>\n This information is stored in\u00a0Jira\u00a0when an\u00a0issue\u00a0is created. So, we need to create relevant form fields in our workflow to push that information through to Process Street.\u00a0For our example, these form fields should include the issue ID (number field), issue\u00a0summary, user who created the issue (short text fields), issue description (long text field), and so on.<\/p>\n This will mean that whoever is working on the support ticket won’t have to look up information in\u00a0Jira, but can instead see all the details in Process Street.<\/p>\n Log into your\u00a0Jira\u00a0account or create a new account<\/a>. Since we want to trigger a new run in Process Street when a new\u00a0issue\u00a0is created, we will be working in our project dashboard in\u00a0Jira. If you don’t have any project yet, you can start by creating that first.<\/p>\n To create a new\u00a0issue, click\u00a0Create\u00a0<\/strong>in the top centre of your screen and add the details like\u00a0issue\u00a0summary, description, tags, and other details you may want.<\/p>\n Note: You want to ensure that the form fields you have in your workflow match the fields you have in\u00a0Jira. If you’d like to add more details to your Jira ticket, you can click on any existing issue and configure the issue type.<\/p>\n To get the webhook URL from Process Street, when you’re editing your workflow, click the + icon<\/strong> above your task list on the left. Here, you can look for\u00a0Jira<\/strong>\u00a0as a Trigger to Run this workflow.<\/p>\n You can name your webhook as the app name or any phrase that helps you identify the Trigger. Then copy your Webhook URL and select your event as Default<\/strong>.<\/p>\n Click on the settings Cog<\/strong> in the top left corner and go to the System<\/strong>.<\/p>\n Then click on\u00a0Webhooks\u00a0<\/strong>under Advanced Settings in the left panel. Then click\u00a0+\u00a0Create webhook<\/strong> and fill in all the fields as shown below.<\/p>\n Note:<\/strong>\u00a0Since Process Street needs to receive the JSON body, ensure to leave the “Exclude body” box unchecked<\/strong>.<\/p>\n If you’re looking for more help on how to set up your webhook in\u00a0Jira, you can refer to their help doc<\/a> here.<\/em><\/p>\n Now come back to Process Street and test your trigger. Your payload should return as a success but if it doesn’t, you might want to go back to\u00a0Jira\u00a0and create a new\u00a0issue.<\/p>\n When your test returns successful, you can proceed to map your fields from your issue’s properties to your Process Street form fields.<\/p>\n Lastly, turn your webhook On<\/strong> and Save<\/strong> it. Then Publish<\/strong> your workflow and you’re all set!<\/p>\n As an extra step, you can go to\u00a0Jira, create a new\u00a0issue\u00a0then come back to Process Street in the Reports Dashboard to confirm a new workflow is run.<\/p>\n Lastly, turn your webhook On<\/strong> and Save<\/strong> it. Then Publish<\/strong> your workflow and you’re all set!<\/p>\n As an extra step, you can go to\u00a0Jira, update a deal stage to Closed Won then come back to Process Street in the Reports Dashboard to confirm a new workflow is run.<\/p>\n Zapier<\/a> connects over 1,000 apps together. It’s an “if this, then that” tool, meaning that once a trigger has occurred, an action will then take place. This helps to save you time and effort by automating processes<\/a>.<\/p>\n In this example, we will look at how\u00a0Jira\u00a0can be integrated with Process Street so that when a new company name is added to\u00a0Jira, a new client onboarding workflow is run.<\/p>\n You can integrate Process Street with Jira, using Process Street\u2019s Automations<\/a>.<\/p>\n This integration allows you to create an issue in Jira automatically, when a task is checked, or when a workflow run is completed.<\/p>\n Users: In order to create or update Automations, you must be an Administrator or a Builder<\/a>\u00a0with “edit” permissions.<\/strong><\/em><\/p>\nConnect Jira with Process Street via Webhook<\/h2>\n
Process overview:<\/h3>\n
\n
1. Preparations in Process Street<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-workflow.png\")
<\/p>\n2. Preparations in Jira<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-create-issue.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-custom-fields.gif\")
<\/p>\n3. Create a Webhook trigger to run your workflow in Process Street<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-webhook.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/name-webhook.png\")
<\/p>\n4. Set up the Webhook Trigger in Jira<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/system-setting.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-webhooks.gif\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-create-webhook.gif\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/json.png\")
<\/p>\n5. Finish the setup in Process Street<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-field-mapping.png\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/jira-run-via-webhook.png\")
<\/p>\nConnect Jira to Process Street via Zapier<\/h2>\n