Each template can include individually triggered sequence of actions.
They can be used in situations when a human agent needs to identify the case, make decisions, reply to the customer and then manually trigger some changes in Jira.

You can:

1. Transition an issue (e.g. to Done)
2. Change field values (e.g. Assignee)
3. Trigger a web request
   • To external service (integrations etc.)
   • To trigger Jira Automation

How it works

Adding actions

You can add actions while creating or editing a template

Using templates with actions

After inserting a template with actions – they are scheduled to take place after the content (comment or issue description) is saved.

Before saving and running actions you can remove selected actions if needed – prohibit them from running at that particular time.

Actions are run in sequential order – one after another.
If more than one template with actions is used while creating the content – all the actions will be queued and eventually run.

If an error occurs the execution will be paused – following actions will not run until it is resumed

Triggering Jira Automation

Ability to trigger Jira Automation is especially flexible – you can basically do all the things that you can do with automation, including:

• change this specific issue (edit/append summary or description of the request, add comments, etc.)
• change, add etc. any other issues (add bugs, etc.)

To trigger Jira Automation from a template:

I. In Jira, create automation rule in Jira Automation

1. Set its trigger to be "Incoming webhook" – see more in Jira documentation
2. Copy the Webhook URL

II. Create a new template

1. Add "Send web request" action
2. Use "POST" method and URL copied from Jira Automation triggerCreate a template
3. Add optional parameters to the body of the request, for example using macros

Use cases

You can mix and match and add multiple actions to the sequence for each template – to suite your specific processes.

Examples:

Closing tickets – for thanking the customer and closing issues

Reacting to known bugs – when the problem is known, agreed to be assigned to particular person, labeled and closed

Creating new bug with Jira Automation

Integrating with smart devices in office

Sending notifications to Slack

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In case there is anything that you'd like to do with actions, but currently can't – please let us know, and let's if we can help with it.

Coming next

Please let us know which repetitive actions you would like to automate, so we can prioritize accordingly!