How to notify Microsoft Teams when an issue is registered in Jira Software

[About Yoom]

How to Integrate Jira Software with Microsoft Teams!

From here, let's create a flow bot using Yoom, which allows you to easily automate tasks without any programming knowledge!

This time, we will challenge the flow bot "Notify Microsoft Teams when an issue is registered in Jira Software."

[My App Settings for Jira Software and Microsoft Teams]

Press "Use this template" at the bottom of the screen above to go to the "My Project" screen, and click "My Apps" from the menu on the left.

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Press "Create New" at the top right and enter "Jira Software" to see the Jira Software icon. Click!

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Then, "Create New" appears at the top right, so click!

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Enter the account name and access token.
There is a detailed page from here, so let's refer to it!

How to Register My Apps in Jira Software

Once the access token is successfully issued, click Add.

Next is the integration with Microsoft Teams.

Logging into Microsoft Teams is lightning fast if you're already logged into Microsoft365, so log in in advance!
Just like with Jira Software, search for "Microsoft Teams" from My Apps.

The Microsoft Teams icon will appear, so click. The screen will not change... and the My Apps integration is complete! That was fast!!

Now that both apps are integrated with Yoom, let's move on to creating the flow bot!
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the transitioned page
3. Register for Yoom
* If you have already completed registration, the login screen will be displayed, so please log in.

[Jira Software Settings]

First, you will need to send a test during the stage of creating the flow bot.
Therefore, let's create an appropriate issue in Jira Software.

Now, let's proceed with the Jira Software settings. Return to My Projects on the left side of the screen.
Enter the page with the Jira Software icon "Notify Microsoft Teams when an issue is registered in [Copy] Jira Software" and click edit in the top right corner!

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Click "When an issue is created"!

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Trigger Action is changed to "When an issue is created or updated".
This way, you will be notified on Microsoft Teams not only when an issue is created but also every time it is updated!

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App Trigger Title is also set to be the same as Trigger Action.
It might be easier to understand if you make it look like the image.

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Press Next and enter the subdomain.
There is a subdomain in the Jira Software URL, so you can just copy and paste it!

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Enter the project key for Jira Software.
The project key differs for each project created, so let's create the project you want to notify Microsoft Teams about!

Checking the project key for Jira Software is easy!

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Press the project at the top of the Jira Software page and click show all projects!

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The key is next to the project name, so copy and paste it.
If there are other projects you want to reflect in Microsoft Teams, it will be easier if you keep track of the keys!

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Once you have entered the subdomain and project key, press the test button just below.
It will be displayed in blue as "Test Successful", so save it!

[Microsoft Teams Settings]

Next, let's move on to the Microsoft Teams settings.
Click the Microsoft Teams icon "Send a message to the channel"!
Action is "Send a message to the channel", so it is easier to understand if you keep the title the same.

Press Next and decide which channel in Microsoft Teams to notify and the content of the message. The settings will be completed in the next step!

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The screen will look like the following, so click inside the box!
Then, the team ID and channels will be displayed in a list, so choose the one you want.

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There is a box called message below, and various inputs are made there. Let's use it as it is!
However, since there is no line break as shown in the red frame, inserting HTML tags is essential.
Refer to the image and insert line breaks at the desired locations, then press the test button just below!

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This concludes the setup. Thank you for your hard work!

Other Automation Examples Using Jira Software and Microsoft Teams

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Jira Software and Microsoft Teams.
Both can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Jira Software and Microsoft Teams

You can create an issue in Jira Software when a message is posted, or add a record to Notion and notify Microsoft Teams when an issue is created.

Automation Example Using Jira Software

Add Issues or Tasks When an Issue is Created in Jira Software

When an issue is created in Jira Software, task information can be automatically added, reducing the need for manual work.

Notify when an issue is added in Jira Software

By enabling quick sharing of issues, communication among stakeholders can be streamlined, allowing for efficient handling of issues.

Create an issue in Jira Software when a message is posted

This ensures that important information is not overlooked, allowing for prompt responses and facilitating smooth information sharing and collaboration among members.

Automation Example Using Microsoft Teams

Notify Microsoft Teams when a case or record is registered

As notifications are sent to Microsoft Teams simultaneously with the registration of cases or records, team members can immediately grasp the case information.

Share files to a Microsoft Teams channel when an email is received

You can smoothly share files received via email, allowing you to quickly check information from the message content.

Benefits of Integrating Jira Software with Microsoft Teams

1. Manage tasks in real-time!

By integrating Jira Software with Microsoft Teams, you can quickly understand how the project is progressing and what the next tasks are.
Moreover, notifications in Microsoft Teams allow you to check in real-time and catch the latest information, eliminating concerns about missing updates!
This makes it easier to give immediate instructions and closely monitor project progress, enabling more efficient task execution!

2. Easier communication!

It becomes easier to provide feedback on tasks added or updated in Jira Software through Microsoft Teams.
If tasks are added or updated in Jira Software during a Microsoft Teams meeting, you can obtain fresh information immediately, making task management significantly easier!
Additionally, there is no need to explain each task added in Jira Software in Microsoft Teams chats, allowing for smart reporting!

3. Save time!

If changes in Jira Software automatically notify Microsoft Teams, managing projects becomes easier.
You don't have to keep staring at the Jira Software tab; just pay attention to Microsoft Teams notifications, which should save time!
Elements like task progress and priority settings are essential for smoothly running projects as a team.

Conclusion: Simplify tasks with no-code automation!

Integrating Jira Software with Microsoft Teams makes team communication easier and task management significantly simpler!
This can increase project execution speed, making time savings a reality.
The team atmosphere might also improve positively.

Small tasks like checking boards and reporting, which are important but often postponed, occur daily.
Try automating with a no-code flow bot like this one, so all team members can keep track of every task!‍