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Sync New Issue from Jira to Case in Salesforce

Summary:

This article describes one business use case integration where ‘New Issue’ in JIRA is synced to ‘Case’ in Salesforce CRM.

Prerequisites:

  • The user needs to have a working JIRA and Salesforce CRM account.

  • Working webMethods.io Integration cloud tenant.

Contents:

  • When New Issue created in ‘ Jira ’, Search for matching Case in ‘ Salesforce CRM ’ by ‘ Jira ’ summary. If no matching case is found in ‘ Salesforce CRM ’, create New Case in ‘ Salesforce CRM ’. If matching case is found in ‘ Salesforce CRM ’, update a case in ‘ Salesforce CRM ’.

Steps:

  1. Login to webMethods.io Integration.

  2. Create a workflow.

  3. Click on the ‘Settings’ button.

  4. Select the ‘ JIRA ’ trigger from the available list of triggers.

  5. Provide the necessary details for the trigger. Choose ‘New Issue’ as value for ‘Select Trigger’, click on ‘+’ next to ‘Connect to JIRA’ and provide the necessary details for authorization, select a ‘Project Name’ and add an ‘Issue Type’. Click on ‘ Save ’.
    Note: This trigger will be executed whenever a new issue with the same issue type is created in JIRA.
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  6. Click on the ‘ Skip ’ button, followed by ‘ Done ’.

  7. Drag and drop ‘ Salesforce CRM SOAP ’ connector from app menu, then click on the ‘Settings’ button.

  8. Select ‘ Salesforce CRM ’ version, click on ‘+’ to create Custom Action. Select Authentication type and create ‘ Salesforce CRM ’ account by clicking ‘+’ next to ‘Connect to Salesforce CRM’ by providing necessary details. Name the Custom Action and click on ‘ Next ’.
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  9. Select operation ‘ query ’, Business object ‘ Case ’ and fields. Then, click on ‘ Next ’ followed by ‘ Done ’.
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  10. After creating Custom Action, select created ‘ Action ’ and ‘ Account ’ then Click on ‘ Next ’.
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  11. Search Jira summary in ‘ Salesforce CRM ’ by mapping as shown in below screenshot, then click ‘ Next ’ and ‘ Done ’.
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  12. Drag and drop ‘ Switch ’ under ‘Developer Tools’ from the app menu.

  13. Drag and drop ‘ Salesforce CRM SOAP ’ provider and add two cases to the ‘ Switch ’ as shown in the original article at the Software AG Tech Community.

  14. Save the workflow.

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  15. This workflow will execute whenever a ‘New Issue’ with the same ‘Issue Type’ (provided while configuring the JIRA trigger in step 5) is created in JIRA. Output can be seen in the actions output tab.
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