Jira is the software development tool used by agile teams. With zenphi, you can superpower your Jira workflow by automating Issues, Projects, Project Categories, Users, and more.

  1. Creating Jira connection

  2. Automating Jira Issues

    2.1 Create Issue

    2.2 Delete Issue

    2.3 Get Issue

    2.4. Search Issue

    2.5 Update Issue

  3. Automating Jira Projects

    3.1 Create Project

    3.2 Delete Project

    3.3 Get Projects

    3.4 Update Project

  4. Automating Jira Project Categories

    4.1 Create & Delete Project Categories

    4.2 Get Project Categories

  5. Automating Jira Users

  6. Jira Automation Use Cases tutorial

1. Creating a Jira connection

Start with creating a zenphi Flow, search for Jira actions, and attach the needed one to your Flow:

When you connect one of the Jira actions for the first time, zenphi will ask to establish a Connection. You can set it up in just a few steps.

  • Click on the plus button;

  • Click Accept

All done! Now, when you connect any Jira actions, you can choose this Connection from the dropdown menu.

2. Automating Jira Issues

2.1 Automatically Create Issue

To Create an Issue you need to fill in the following fields:

  • Jira clouds - choose your Jira account from the dropdown menu;

  • Jira Projects - choose a Project from the dropdown menu;

  • Issue Type: Epic or Task

  • Summary - the title of your Issue

  • Due Date

  • Description

  • Attachments - choose from a Token Picker

In the Output of this action, you'll be able to get the following attributes to use further in the Flow:

Use cases

With a Token Picker from the Google Form, you can easily add information from the Form to an Issue automatically.

  • Create a new Issue when an Email is received

Put the sender's email address and email body right to the Jira Issue, Perfect for the Support Queries automation!

When the Flow Run is completed, you should see a newly created Issue in your Jira Project.

2.2. Automatically Delete Issue

Zenphi allows you to automatically Delete an Issue by the Issue Key - all you need to do is to choose the Jira cloud account from the dropdown menu and fill in the Issue Key.

Find your Issue Key when opening this Issue in Jira:

Then, type this Key into zenphi field. Moreover, you can use the Token Picker, if there is an Issue Key in the Output of previous Actions.

2.3. Get Issue

Zenphi allows you to automatically Get an Issue by the Issue Key.

Let's review the following scenario: Automatically Create Issue, Get the description of this Issue and send it by Email.

In this example, we'll take the Issue Key from the Output of the Create Issue action.

2.4. Search Issue

Search Issue action lets you find the Issues that are met the required criteria.

Let's review the following scenario: Search Issues that are connected to a specific Project and Delete them in bulk.

Firstly, we need to set the condition in the Search Issue action toolbar.

In the Output of the Search Issue action, we'll get the Collection of Issues we can use further in the Flow.

To get the Issue Keys from this Collection, we need to run the Query Collection action.

Now, our goal is to Delete the Issues that met the set criteria. For that, let's choose a Token from the Query Collection action.

All done!

2.5. Update Issue

With this action, you can easily update the values inside your Issue.

Let's review the following scenario: When the email is received, search for the Issue that has the sender's email in the Summary, and change the Priority of this Issue to the Highest.

This is especially useful if you automatically create Jira Issues once you have a support request from a client in Gmail. If that customer already contacted us, the Issue Priority will be changed accordingly.

So first of all, let's set the criteria in the Search Issue action toolbar:

In the Output of the Search Issue action, we'll get the Collection of Issues we can use further in the Flow. To get the Issue Keys from this Collection, we need to run the Query Collection action. If you need a detailed description of the Query Collection action processing, check it out here.

When your Flow ran successfully, you should see the changes in your Jira Issue.

3. Automating Jira Projects

3.1 Automatically Create Project

To automatically create the Jira Project fill in the following fields:

  • Jira cloud account - zenphi will check those accounts from the Connection, and shows you them in the dropdown;

  • Project Name - it has to be unique (hardcode it or use a Token Picker)

  • Project Key - must be unique and start with an uppercase letter followed by one or more uppercase alphanumeric characters. The maximum length is 10 characters.

    For example, ZP.

  • Project Type - for now, you can add the following Project Types:

    • Software

    • Product Discovery

    • Service Desk

    • Business

  • Jira Users

  • Project Category - zenphi automatically checks the Project Categories you have, and allows you to choose from the Select button.

3.2. Automatically Delete Project

To Delete a Project, you'll only need a Project Key. You can hardcode it (find the Key in your Project settings):

Alternatively, you can use a Token Picker as in this example:

Here, we use a Project Key we got from the previous Create Project action in the Flow.

3.3. Automatically Get Projects

With the action, you can Get all the Projects you have in your Jira cloud account. Let's review the scenario where you automatically export the Jira Projects into Google Sheet:

In the Get Project action, you only need to indicate your Jira Cloud account. In the Output of this action, you'll get the following Items:

Then, connect the "Add Multiple Rows" action from the Google Sheet section and configure it as in the example:

In the Collection field, you need to choose a Token from the Get Projects action.

When the Flow ran successfully, you'll get a list of the Projects in your Google Sheet.

3.4 Automatically Update Projects

The Update Projects action lets you change the values of your Projects. Let's review the following example: Check all the Projects we have in Jira, and if there are Private Projects, change the Type of those Projects.

4. Automating Jira Projects Categories

4.1 Automatically Create & Delete Project Category

To Create Project Category, just fill in the Category name and Description. As an Output of this Action, you'll get the following Items:

To Delete Project Category, hardcode the Project Category name, use a Token Picker from the previous actions or choose your Category from the Select button.

4.2 Automatically Get Project Category

With this action, you can get all the Project Categories you have in your Jira account. Let's review the scenario where you automatically export all the Project Categories into your Google Sheet.

In the Output of this action, you'll get the Collection of Items that you can further use in the "Add Multiple Rows" action. A similar example is described here.

5. Automatically Get Users by Project

This action lets you automatically export all the Users that are connected to a specific Project and use it further in the Process. For example, put the user list into Google Sheets or send emails to all the contacts.

In the example below, we automatically add the Users from the specific Project and add them to a Google Sheet.

6. Jira Automation Use Cases tutorial

There are lots of different scenarios you can automate with zenphi. In this complete tutorial, you can learn how to automate Jira & Google Sheets to generate reports, and Jira & Google Forms to manage the helpdesk requests.


If you have any questions, do not hesitate to ping us in chat! We'll be happy to assist 😊

Learn more

🎓 See how to store and interact with the data from your Flows with Zenphi Tables here

🎓 Learn how to create a Dashboard with the results from your Flows with Zenphi Apps here

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