Automation
This feature is currently in an exploration stage, meaning we’ve released it early, to learn, how customers use it and how to improve it. Therefore, the documentation is still growing.
If you have any questions or are eager to share feedback, we’d be very happy to hear your thoughts.
Connect Jira automation to Microsoft 365
Automation within Microsoft 365 for Jira is a no-code capability and is based on Jira automation. It just takes few clicks to set-up. With automation you can implement a technology-driven process connecting Jira and Microsoft 365 tools.
If you’re already familiar with Jira automation, it’s easy to set-up within minutes. This page gives you an overview of how automation works and how you can get started.
https://youtu.be/JvWCsJNjIZ8Set-up your first action
Actions in Microsoft 365 are fired if a specific condition is met in Jira. The automation rule sends a request to the specified URL we provide you with. Actions allow you to automate tasks, such as adding a backup file for each Microsoft Teams chat and channel conversation to the Jira issue.
Example of Microsoft 365 action: Archive Microsoft Teams messages
when issue is resolved
Set-up your first trigger
Triggers in Microsoft 365 kick off the execution of your automation rules. With incoming webhooks you can simply trigger an automation rule from Microsoft 365. Triggers are fired from Microsoft 365 to Jira if a
specific condition is met, e.g. when a Microsoft Teams chat is started in your Jira issue.
Example of Microsoft 365 trigger: When a Microsoft Teams chat is
created, transition the issue to
“work in progress”
You don’t know which automation you want to build yet? Explore our ideas first.