Configure a Jira web trigger to trigger an action whenever an event occurs in the Jira project. This example shows how to create a Task Bot with a Jira web trigger to send an email to a Microsoft 365 Outlook mailbox when the specified user creates an issue in the specificed Jira project.

The Jira web trigger monitors a Jira project named ABC for new issues (Issue created event) that a user named XYZ creates. When the user creates an issue, the trigger initiates the subsequent Microsoft 365 Outlook actions that send an email to Microsoft 365 Outlook mailbox. This email includes the Jira summary and description with Jira issue ID as the subject.

Prerequisites

Ensure that you meet the following prerequisites:
  • Prerequisites mentioned in Jira web triggers prerequisite.
  • Jira client secret and Microsoft 365 username stored in the Credential Vault.
  • An OAuth connection for the Jira instance in which the project is available and Microsoft 365 Outlook account.
  • A record variable named TriggerData.

Procedure

  1. Perform the following steps to create a Task Bot
    1. On the left pane, click Automation.
    2. Click Create > Task Bot.
      The Create Task Bot wizard appears.
    3. Enter an appropriate name for the bot in the Name field.
      All the bots are stored in <\Bots> folder by default.
    4. Optional: Add a description for the bot in the Description field.
    5. Optional: Click Choose and follow the prompts to save the bot in a different folder.
    6. Click Create & Edit.
      The bot is created and the Bot editor page appears.
  2. Perform the following steps to add and configure the Jira web trigger.
    1. Click Triggers > Jira, and then double-click or drag Web trigger to add the web trigger to Triggers section.
    2. Select Issue created from the Listen to event drop-down.
    3. Configure event filter criteria in Filter criteria using one of the following options:
      • Query: Enter the following JQL query project= "ABC" AND reporter= "XYZ".
      • Condition: Perform the following steps to create a filter condition using the condition builder.
        1. Select AND > Add Condition.
        2. Configure the first condition with ID as Condition type, Equals as Select operation, and ABC as Value.
        3. Click Add to add the condition.
        4. Click Add condition.
        5. Configure the second condition with Reporter as Condition type, Equals as Select operation, and XYZ as Value.
        6. Click Add to add the second condition.
      See the Filter criteria (optional) section in Jira web triggers for more information on how to build filter criteria.
    4. Click Pick to choose the pre-configured OAuth connection from the Pick an OAuth connection modal.
    5. Select Client secret to verify received event > Credentials > Choose and follow the prompts in the Pick a credential modal to select the Jira Client secret that is available in the Credential Vault.
    6. Select TriggerData from the Response (optional) drop-down list.
      This record variable captures the trigger response data. The trigger response data contains all the information about the event in which the change occurred in key-value pair format.
  3. Perform the following steps to add and configure the Microsoft 365 Outlook Connect action.
    1. Click Actions > Microsoft 365 Outlook, and then double-click or drag Connect action to add it to the Actions section.
    2. Azure Cloud: Select Azure Global.
      If you have a Microsoft 365 Outlook Government version, select Azure US GCC High.
    3. Select Control Room managed from the OAuth2 Authentication mode drop down.
    4. Click Pick in Connection and follow the prompts in Pick an OAuth connection modal to select the OAuth connection for Microsoft 365 Outlook account.
    5. Click Credential > Choose in Username, and follow the prompts in Pick a credential modal to select the Microsoft 365 username.
    6. Optional: Enter an appropriate session name in Create Microsoft 365 Outlook session.
      The system sets Microsoft365OutlookSession as the session name by default.
  4. Perform the following steps to add and configure the Microsoft 365 Outlook Send action.
    1. Click Actions > Microsoft 365 Outlook, and then double-click or drag Send action to add it to the Actions section.
    2. Enter the session name that you had entered when configuring the Connect action.
      If the default name is retained, the system prefills Microsoft365OutlookSession as the Microsoft 365 Outlook session.
    3. Enter the email id to which the system must forward the Jira details in To.
    4. Enter $TriggerData{"issue.key"}$ in Subject.
      The Jira issue key is set as the subject of the email.
    5. Select HTML code, and enter Summary - $TriggerData{"issue.fields.summary"}$. Description: $TriggerData{"issue.fields.description"}$ in Email body type.
      The Jira summary and description is set as the body of the email.
  5. Click Save to save the automation.
When you click Run > Run with triggers, the system activates the trigger and the trigger starts listening for Issue created event in the monitored Jira project. When the user XYZ creates a new issue in the Jira project ABC, the trigger starts the configured actions. The Microsoft 365 Outlook mailbox receives an email containing Jira summary and description with Jira issue id as the subject.