Create an automation with Jira web trigger to send an email to a Microsoft 365 Outlook mailbox when a new issue is created in a specific Jira project. The email includes the Jira issue id, summary, and description.

Configure the Jira web trigger to monitor 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.

Pré-requisitos

Ensure that you meet the following prerequisites:

Procedimento

  1. No painel da esquerda, clique em Automation (Automação).
  2. Clique em Criar > Task Bot.
    O assistente Criar Task Bot será exibido.
  3. Digite um nome apropriado para o bot no campo Nome.
    Todos os bots são armazenados na pasta \Bots por padrão.
  4. Opcional: Você pode adicionar uma descrição para o bot no campo Descrição.
  5. Opcional: Você pode usar o botão Escolher para salvar o bot em uma pasta diferente.
  6. Clique em Criar e editar.
    O bot é criado e o Editar Task Bot é exibido.
  7. Click Triggers > Jira , and then double-click or drag Web trigger to add the web trigger to Triggers section.
  8. Select Issue created from the Listen to event drop-down.
  9. 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 Gatilhos da Web do Jira for more information on how to build filter criteria.
  10. Click Pick to choose the pre-configured OAuth connection from the Pick an OAuth connection modal.
  11. Select Client secret to verify received event > Credentials and follow the prompts in the Pick a credential modal to select the Jira Client secret that is available in the Credential Vault.
  12. 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.
  13. Click Actions > Microsoft 365 Outlook , and then double-click or drag Connect action to add it to the Actions section.
  14. Configure the Connect action as follows:
    1. Azure Cloud: Select Azure Global.
      If you have a Microsoft 365 Outlook Government version, select Azure US GCC High.
    2. OAuth2 Authentication mode: Select Control Room managed.
    3. Connection: Click Pick, and follow the prompts in Pick an OAuth connection modal to select an appropriate OAuth connection.
    4. Username: Click Credential > Choose, and follow the prompts in Pick a credential modal to select the Microsoft 365 username.
    5. Create Microsoft 365 Outlook session: By default, the Microsoft365OutlookSession is set as the session name.
  15. Click Actions > Microsoft 365 Outlook , and then double-click or drag Send action to add it to the Actions section.
  16. Configure the Send action as follows:
    1. Microsoft365OutlookSession: By default, the system selects Microsoft365OutlookSession as the session name.
    2. To: Enter the email id to which the system must forward the Jira details.
    3. Subject: Enter $TriggerData{"issue.key"}$.
      The Jira issue key is set as the subject of the email.
    4. Email body type: Select HTML code, and enter Summary - $TriggerData{"issue.fields.summary"}$. Description: $TriggerData{"issue.fields.description"}$.
      The Jira summary and description is set as the body of the email.
  17. Click Save to save the automation.
Click Run > Run with triggers to activate the trigger. The trigger then listens 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. You will receive an email containing Jira summary and description with Jira issue id as the subject.