Automation: Actions
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.
Actions in a Microsoft 365 tool are fired, if a specific condition is met in Jira. You can create and configure an action via template. To use it in an automation, copy the Jira Webhook URL in the action template. Learn more about how to use webhooks here.
Create Teams chat
Send a message in a Teams chat and include the participants of your choice. This action will fire the “Chat created” trigger when completed.
Configurable data:
User starting the chat
Other participants (User field)
Title (Template)
Initially posted message (Template)
Example: When an issue goes into the Jira column “review”, start a group chat with the reviewer and the assignee to discuss the review.
Create Teams conversation
Post a message in a Teams channel of your choice. This action will fire the “Conversation created” trigger when completed.
Configurable data:
User creating the conversation and posting the first reply
Channel in Teams
Initially posted message (Template)
Example: Use a dedicated, monitored Teams channel to be notified of escalating issues, either customer request or in development / operations. This action can be triggered by any Jira automation trigger, e.g. when an issue gets a “Escalated” status, or a critical priority.
Reply Teams conversations
Add a comment to all Teams conversations linked to the issue the user posting the reply has access to.
Configurable data:
User posting the reply
Message (Template)
Send bot message
Send a bot message to a user who has installed the Teams bot.
Configurable data:
Users the message should be sent to (User field)
Message (Template)
Backup Teams messages
Add a backup file for each chat and channel conversation to the Jira issue.
Configurable data:
User accessing the chats/conversations
Backup chats only, conversations only or all of them (Will only work if the defined user has access)
Example: If the Jira issue goes in the column “done” the action is triggered to export all information in Teams chat and channel conversations to a static HTML file, which will be added to the Jira issue, e. g. for audit purposes. Even if the chat or conversation has been deleted in Microsoft Teams, the static HTML file will still be documented in your Jira issue.
Send Outlook email
Send an email to the recipients of your choice.
Configurable data:
User sending the mail (Only email addresses from your Azure Active Directory tenant can be added)
Recipients (CC, BCC)
Subject (Template)
Message (Template)
Example: If the Jira ticket has transitioned to a configured status, the action is used to send a status report to the stakeholder.
Create Outlook meeting COMING SOON
Send a meeting to the participants of your choice.
Configurable data:
User creating the meeting
Other participants (User field)
start and end date time (parsed from an issue field)
timezone
subject (Template)
meeting text (Template)
all-day
private
online
Example: When an issue goes into the Jira column “review”, create an Outlook meeting with the reviewer and the assignee at the next possible timeslot to discuss the review.