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Question

Fathom to Jira Action - possibility to connect more info?

  • March 30, 2026
  • 4 replies
  • 27 views

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!  

4 replies

Sparsh from Automation Jinn
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Hey ​@MarkAnton,

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-

  • New action item trigger
  • Looping by Zapier
  • Create issue action

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


  • Author
  • Beginner
  • March 31, 2026

Hi ​@Sparsh from Automation Jinn 

 

I have that set up, I am looking for a way to make visible who my customer is in the Jira Board 


Sparsh from Automation Jinn
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Hey ​@MarkAnton.

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!


SamB
Community Manager
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  • Community Manager
  • April 20, 2026

Hi there ​@MarkAnton 👋 Just wanted to check how you got on with Sparsh’s suggestions here? Was the customer info available to select from the Fathom trigger?

Keep us posted on how it went, want to make sure you’re all set! 🙂