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:
Login to webMethods.io Integration.
Create a workflow.
Click on the ‘Settings’ button.
Select the ‘ JIRA ’ trigger from the available list of triggers.
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.
Click on the ‘ Skip ’ button, followed by ‘ Done ’.
Drag and drop ‘ Salesforce CRM SOAP ’ connector from app menu, then click on the ‘Settings’ button.
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 ’.
Select operation ‘ query ’, Business object ‘ Case ’ and fields. Then, click on ‘ Next ’ followed by ‘ Done ’.
After creating Custom Action, select created ‘ Action ’ and ‘ Account ’ then Click on ‘ Next ’.
Search Jira summary in ‘ Salesforce CRM ’ by mapping as shown in below screenshot, then click ‘ Next ’ and ‘ Done ’.
Drag and drop ‘ Switch ’ under ‘Developer Tools’ from the app menu.
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.
Save the workflow.
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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