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  • How do I receive new Autotask tickets when a request is made in Jira from the client site?
Question

How do I receive new Autotask tickets when a request is made in Jira from the client site?

  • 5 January 2023
  • 2 replies
  • 20 views
D

Hi

 

Im looking for some guidance setting up a Zapier integration integration between Jira and Autotask

 

The client is using Jira to manage there workloads and they want to pass work to our support ticket system which is Autotask

 

We would like to receive new autotask tickets when a request is made in Jira from the client site.
 

It would be great to know if anyone has created this zapier integration and what best practice / process integration was created which could be shared / reused as a starter 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @DavidFGrubb 

Good question.

Check out the available Zap triggers/actions for each app:

Jira: https://zapier.com/apps/jira-software/integrations#triggers-and-actions

Autotask: https://zapier.com/apps/autotask/integrations#triggers-and-actions

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
Rank
Userlevel 7
Badge +11

Hi there @DavidFGrubb! 

It sounds like you’ll need to set up a Zap that uses the New Issue trigger for Jira Software Cloud and the Create Ticket action for Autotask. Depending on your use case, you may also need to add some additional actions.

For example, if you wanted to associate the tickets with the right company or contact then you might also need to add in a Find a Company or Find a Contact Autotask action. Then the Zap could automatically select the company or contact that’s found and assign it to the new ticket that’s added. You can find out more about how to search for existing information (like the company, contact etc.) in this guide: Search for existing data in Zaps 

Hope that helps to get you started. Please do keep us in the loop on how you’re getting on. 🙂

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