How to integrate with JIRA to create tickets

scenario a support team expects jira tickets to be raised by a client, but the client does not have access to the jira platform the client has access to a portal where they can introduce the data related to the issue and press "submit" a process flow will be triggered in procesio which will open the ticket in jira and also send an email to the requester with the ticket details let's build this process! the process flow created will look like this create the connection credentials step 1 create the email server configuration check working with credentials manager article we will use the email server configuration in send email action setup step 2 create connection to jira platform similar to the email server config, go to credentials manager section to set it up we will use this api configuration in call api action check jira cloud platform rest api documentation create and configure the process step 1 create a new process go to process designer section and click on create new button this will take you to the canvas where you will build the flow step 2 add the call api and send email actions on canvas and connect them by dragging relations between all the actions step 3 creating process variables as mentioned at the beginning, we want to automate this process and make it pass dynamic data such as issue summary ,issue description, requester email address etc thus, we need to create some process variables within our process flow, which will act as data placeholders while designing the flow at runtime, they will take new values go to process variables (x) in the top bar to start creating the variables needed for this process click add variable you need to define variables as follows step 4 configure the call api action which will connect to jira and create the ticket click on call api action and the properties panel will open you can rename it from call api to create jira ticket select the api configuration created in step 1 click on configure request to proceed next steps for the call api configurations you are going to check the jira's api documentation to check the method name, parameters needed, etc we’ll select the verb post as you can see here the url is pre filled this comes from the rest api credential configuration i just need to specify which method name to use to have a valid endpoint /rest/api/3/issue body add a json body that also includes process variables as defined in step 3 { "fields" { "project" { "key" "your project key here" }, "summary" "<%issuesummary%>", "description" { "type" "doc", "version" 1, "content" \[ { "type" "paragraph", "content" \[ { "type" "text", "text" "<%issuedescription%>" } ] } ] }, "issuetype" { "name" "your issue type here" } } } make sure you update the body with your custom “key” , “name” and variables “summary” and “text” to open the variables selector in body and add process variables to your message press insert key (for windows) or shift +tab (for macos) map the status variable to the <%status%> <%status%> output property save the changes step 5 configure the send email action click on it and the properties panel will open you can rename it from "send email" to "send confirmation email" select the email server configuration created in step 2 click on the send email card to proceed to the next steps configure the parameters of the action the from field will set the display name of the sender the actual email address of the sender is the one set in the credential manager, but we can set here the display name to be anything we want i’ll use “department name” the to the user requesting the ticket to be open; add <%requesteremailaddress%> <%requesteremailaddress%> variable; the subject your issue has been submitted! the body dear user, thank you for submitting an issue! our support team we'll come back to you very soon summary <%issuesummary%> description <%issuedescription%> jira details <%jiraoutputticket%> your feedback is really important to us and we will take into account any issue you submit kind regards, alina from procesio to open the variables selector in body and add process variables to your message press insert key (for windows) or shift + tab (for macos) step 6 save the process validate the process run the process fill in the values for the input variables declared and hit run once the process completes running, a notification will appear click on check instances button to view the details at process and action level the ticket has been created in jira and a confirmation email with the ticket details was sent to the requester congrats! you have just created a new process flow in procesio! if you encountered any issues while creating this process flow, please let us know as we are all growing together