This step-by-step guide explains how to configure the Create Jira Issue workflow automation in Zoho Desk.
This feature allows you to automatically create a Jira issue from Zoho Desk using workflow rules.
Ensure your extension is updated to the latest version before proceeding.
Navigate to the Settings page.
Toggle Enable Workflows Custom Action. This setting controls whether the workflow custom action is allowed to run. When disabled, the action may still be visible, but it will not execute.
In Zoho Desk, navigate to the Workflows page.
Create a new workflow or edit an existing one.
Set up the workflow conditions based on your business needs.
Configure the appropriate trigger for when the workflow should run.
In the workflow actions, select Create Jira Issue.
Enter the following required values:
Jira Space ID
Jira Issue Type ID
Important Notes
The Jira Space ID and Jira Issue Type ID must match your configured object mappings.
The Jira issue will be created based on your configured field mappings.
Make sure your object mappings and field mappings are set up correctly before enabling the workflow.
Click Save once you are done
After completing the steps above, the workflow will automatically create Jira issues when the configured conditions are met.
If you need further assistance, don’t hesitate to contact our support team at [email protected]. We’re here to help!
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