Hi,
I recently set up a Zap to push action items generated in Fathom to Jira.
Is it also possible to add the customer info in the summary / title based on the info of Fathom? Fathom does know the information (Our fathom automatically pushes conversations to the corresponding account) - but I cant seem to find how to add this to my issues in Jira.
Please keep in mind there is a Looping involved.
Thanks in advance!
+6Hey
Yeah it’s possible.
Here are all the triggers/actions for Jira in Zapier- https://zapier.com/apps/jira-software-cloud/integrations
Your sample workflow will look something like this-
Here is a helpful article about Looping in Zapier- https://help.zapier.com/hc/en-us/articles/8496106701453-Loop-your-Zap-actions. This is a sample workflow and you may need to add extra actions like Filter, Formatter etc as workflows are usually personalized to user’s needs. Hope it helps!
PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
Hi
I have that set up, I am looking for a way to make visible who my customer is in the Jira Board
+6Hey
As said previously, to make the issue available in Jira you will have to follow this-
Your sample workflow will look something like this-
- New action item trigger
- Looping by Zapier
- Create issue action
You can dynamically map the data from the Fathom trigger. Hope it helps!
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