Have you ever wished you could connect the data between Jira Software and Microsoft Teams?
By connecting these two apps, you can automatically share registered task details in Jira to the Teams channel. In this article, we’ll show you how to automate the process of synching Jira issues with Teams to help keep your team updated in real time.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Jira Software, Microsoft Teams, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
In this guide, you'll learn the step-by-step process of how to use Yoom to automatically share task details created in Jira Software to Microsoft Teams.
✨ Recommended for
Teams using Jira and Teams
Teams looking to automate issue tracking by integrating Jira with Teams
Those who want to streamline issue notifications and updates tasks
Anyone looking to improve team collaboration and reporting workflows by connecting Jira and Teams
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
When an issue is registered in Jira Software, notify Microsoft Teams.
■Overview ・When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes ・Please integrate both Jira Software and Microsoft Teams with Yoom. ・For the method of integrating Jira Software with My Apps, please refer to the following. https://intercom.help/yoom/en/articles/5700600 ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
🚀 Let’s Set Up a Flowbot to Automatically Share Task Details Created in Jira to Microsoft Teams
Let's walk through how to set up a flow that automatically shares the newly created task details in Jira in Microsoft Teams chat.
⏱️ Setup time: 5 minutes
🔧 What You’ll Need
A free Yoom account
Access to Jira Software and Microsoft Teams
If you don’t have a Yoom account yet, register now from thisregistration form!
⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for a stable connection.
Step 1: Register Apps in Yoom
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Connecting Jira Software
Search for "Jira Software" from the app list and select it.
Then enter the required fields.
Account Name: Enter the account name. Use a name that's easy to recognize, such as your company name or the person responsible for the account.
Email Address: Enter the email address registered in Jira Software.
Access Token: Go to your Jira Software account to get the “Access Token”. For more detailed steps on how to get the Access Token, refer to this guidehere.
Once all fields are entered, click “Add”.
Connect Microsoft Teams
Search for "Microsoft Teams" from the app list and select it.
Log in using your Microsoft account.
Now your apps are connected :)
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
When an issue is registered in Jira Software, notify Microsoft Teams.
■Overview ・When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes ・Please integrate both Jira Software and Microsoft Teams with Yoom. ・For the method of integrating Jira Software with My Apps, please refer to the following. https://intercom.help/yoom/en/articles/5700600 ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
Step 3: Set Up Jira Software Trigger Action
Click on the trigger action with the Jira software icon.
The next screen is pre-configured. You can change the title if you want.
Set your trigger interval (how often you want Yoom to check Jira for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then specify the Subdomain and ProjectKey.
Subdomain
Enter the subdomain from your Jira URL.
For example, in "https://{subdomain}.atlassian.net/" the subdomain is {subdomain}.
Project Key
Each project in Jira has a unique project key.
Select from the displayed options.
Once all the fields are specified, click “Test”. If the test succeeds, the retrieved value will be updated correctly.
Then click “Save”.
Step 4: Send a Message to the Team’s Channel
Click on the action with the Teams icon.
On the next screen, configure the following items:
Team ID and Channel ID: Select where you want to post the message from the displayed options.
Message: Create a message to send to Teams. This section can be freely adjusted by combining texts and retrieved values.
When you run a test, the summarized result will be sent to Teams. If the message is sent correctly, click “Save”.
Step 5: Activate the Flowbot
Toggle the "Trigger On" button to activate your flow! Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
When an issue is registered in Jira Software, notify Microsoft Teams.
■Overview ・When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes ・Please integrate both Jira Software and Microsoft Teams with Yoom. ・For the method of integrating Jira Software with My Apps, please refer to the following. https://intercom.help/yoom/en/articles/5700600 ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
💡 Other Automation Examples Using Jira Software and Microsoft Teams
By using Jira and MicrosoftTeams, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
Other Automation Examples with Jira Software and Microsoft Teams
When a message is posted on Microsoft Teams, create an issue in Jira Software.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real time. This ensures that you don't miss the timing for lead follow-up, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
■Overview The flow "Share files attached to received emails in Outlook to Microsoft Teams" is a business workflow that smoothly shares important files received by email with the team. By utilizing the integration of Outlook and Microsoft Teams, it automates the management and sharing of attachments, improving work efficiency. It reduces manual forwarding and copying tasks, allowing the entire team to quickly share the necessary information.
■Recommended for ・Those who receive many attachments in Outlook and spend time manually sharing them with Teams ・Business persons who want to smoothly share information within the team using Microsoft Teams ・IT personnel at companies who want to automate the management of attachments and improve business efficiency ・Managers who want to strengthen team communication by utilizing the integration of Outlook and Teams
■Notes ・Please connect both Outlook and Microsoft Teams with Yoom. ・You can select the trigger interval from 5, 10, 15, 30, to 60 minutes. ・Please note that the shortest trigger interval may vary depending on the plan. ・Microsoft365 (formerly Office365) has plans for home and general corporate (Microsoft365 Business), and if you are not subscribed to the corporate plan, authentication may fail.
■Overview The flow "Share files to Microsoft Teams channel when receiving emails with attachments in Gmail" is a business workflow leveraging the integration of Gmail and Microsoft Teams. It reduces manual file transfer tasks and enhances business efficiency.
■Who we recommend this template for - Those who want to share attachments received in Gmail on Microsoft Teams - Businesspersons aiming to automate and improve efficiency in team information sharing - Those who wish to automate daily processes using Yoom - Administrators who feel challenges in integrating email management and team collaboration - Companies looking to save time and enhance productivity through workflow automation
■Notes - Please connect both Gmail and Microsoft Teams with Yoom. - There are consumer and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if you are not subscribed to the general business plan, authentication may fail. - Branching is a feature (operation) available with plans above the Mini plan. For free plans, operations set in the Flow Bot will result in errors, so please be careful. - Paid plans like the Mini plan offer a two-week free trial. During the free trial, you can use the restricted apps and features (operations).
👏 Benefits of Integrating Jira Software with Microsoft Teams
Benefit 1. Real-Time Task Management
Integrating Jira Software with Microsoft Teams allows you to stay up-to-date with project progress and upcoming tasks. Notifications in Teams provide real-time updates so you can easily track changes and ensure you’re not missing important information.
Benefit 2. Streamlined Communication
With Jira Software integrated with Microsoft Teams, providing feedback on tasks becomes easier. You no longer need to go back and forth between Jira Software and Teams to create messages in Teams to share about the updates made in Jira. This automation can help simplify the reporting and communication across teams.
📖 Summary
Integrating Jira Software with Teams streamlines communication and simplifies task management, making project execution efficient. Daily tasks, such as checking the board and providing updates, can be automated, ensuring everything runs smoothly.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
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