Our Sales team uses user.com to keep track of their deals. They’d like to be able to see any new tasks created in a JIRA cloud project, to appear under Deals in user.com.
Ideally An issue is created on JIRA cloud with [CLIENT_NAME] as part of the summary. Is it possible to append that summary to a deal on user.com, if it contains the “CLIENT_NAME” in its name?
Best answer by Liz_Roberts
Hi
Welcome to the Zapier Community!
I see you’ve been working with Paulo in Support but wanted to make sure you were able to get this Zap up and running.
Sounds like you’ll need to use:
The fields should be loading properly now and you can learn more about setting up your Action (and appending the summary you mention) here!
+14Hi
Good question.
Check out the available Zap triggers/actions for each app…
Jira Software Cloud: https://zapier.com/apps/jira-software/integrations#triggers-and-actions
User.com: https://zapier.com/apps/userengage/integrations#triggers-and-actions
+8Hi
Welcome to the Zapier Community!
I see you’ve been working with Paulo in Support but wanted to make sure you were able to get this Zap up and running.
Sounds like you’ll need to use:
The fields should be loading properly now and you can learn more about setting up your Action (and appending the summary you mention) here!
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