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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.
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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.
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
■Overview
When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes
・Integration with each app and Yoom is required.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
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
If you don’t have a Yoom account yet, register now from this registration 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.
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.
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 :)
Click the "Try It" button to copy the pre-built template into your project.
■Overview
When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes
・Integration with each app and Yoom is required.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
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 Project Key.
Subdomain
Project Key
Once all the fields are specified, click “Test”.
If the test succeeds, the retrieved value will be updated correctly.
Then click “Save”.
Click on the action with the Teams icon.
On the next screen, configure the following items:
When you run a test, the summarized result will be sent to Teams.
If the message is sent correctly, click “Save”.
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!
■Overview
When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes
・Integration with each app and Yoom is required.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
By using Jira and Microsoft Teams, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
■Overview
This is a flow that creates an issue in Jira Software when a message is posted on Microsoft Teams.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who use Microsoft Teams for team communication
・Those who want to convert message content into tasks for efficient task management
2. Teams that use Jira Software for project management
・Those who find it cumbersome to create issues manually each time
■Benefits of using this template
Jira Software is an excellent service for managing tasks efficiently.
However, having to manually add tasks each time can be cumbersome.
Therefore, it is recommended to use this template.
Based on the message content posted on Microsoft Teams, issues are automatically created in Jira Software, reducing the need for manual work.
This allows the person in charge to allocate the saved time to other tasks, contributing to increased productivity.
■Notes
・Please integrate Yoom with both Microsoft Teams and Jira Software.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set for the flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow where a record is added to a Notion database and a notification is sent to Microsoft Teams when a new issue is created in a specific project in Jira Software.
Jira Software allows settings not only for issue creation but also for triggering when an issue is created or updated, enabling the trigger to be activated upon issue updates as well.
Additionally, Notion can be configured to add values to pages within records, not just register records. Therefore, it is possible to set up to enter details of issues obtained from Jira Software within the page.
■Notes
・Please integrate Jira Software, Notion, and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow to create issues in Jira Software using responses from Google Forms.
With Yoom, you can easily integrate apps without programming.
■Recommended for
1. Those who use Google Forms to collect surveys and feedback
・Those who want to quickly reflect form responses as tasks and streamline project management
2. Those who use Jira Software as a project management tool
・Those who manage team tasks and issues using Jira Software and want to import data obtained from Google Forms
■Benefits of using this template
By integrating Google Forms with Jira Software, you can directly register information collected from forms into Jira Software.
This eliminates the need for manual data transfer and enables prompt responses.
Furthermore, utilizing this flow can improve work efficiency and accuracy.
Automation reduces the risk of human error and enhances the quality of project management. By quickly adding tasks, information sharing among members becomes smoother, and the overall team work efficiency will improve.
■Notes
・Please integrate both Google Forms and Jira Software with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
■Overview
This is a flow that adds a task to Trello when it is created in Jira Software.
■Recommended for
1. Those who use Jira Software in their work
・Project managers using Jira Software for project management
・Development teams managing tasks with Jira Software
2. Those who manage tasks with Trello
・Those who want to add tasks created in Jira Software to Trello
・Those who want to automate task additions to Trello
■Benefits of using this template
Jira Software is a tool suitable for project management, but if you also manage tasks in Trello, you might find information coordination cumbersome.
Additionally, if there are delays or omissions in adding tasks to Trello, it could affect the project schedule.
This template allows tasks added in Jira Software to be automatically added to Trello, enabling speedy information coordination with Trello.
Since task additions to Trello are automated, you can proceed with your work with the most up-to-date information.
By integrating with a chat tool after the flow, you can quickly grasp tasks added to Trello, making information sharing within the team easier.
■Notes
・Please integrate both Jira Software and Trello with Yoom.
■Overview
This flow adds a task to Wrike when an issue is created in Jira Software.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.
■Recommended for
1. Those who utilize Jira Software in their work
・Project managers using Jira Software for project management
・Development teams managing issues with Jira Software
2. Those who manage tasks with Wrike
・Those who want to add issues created in Jira Software to Wrike
・Those who want to automate the addition of tasks to Wrike
■Benefits of using this template
By using the flow [Add to Wrike when an issue is created in Jira Software], it is ideal for those who find information integration cumbersome when managing issues in Wrike as well.
Integrating Jira Software with Wrike allows for quick information transfer to Wrike, automating the manual task addition process, eliminating human errors, and ensuring that work progresses with the most up-to-date information.
■Notes
・Please integrate both Jira Software and Wrike with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that notifies Discord when an issue is created in Jira Software.
■Recommended for
1. Those who use Jira Software to advance their work
・Those who use Jira Software for project management
・Those who utilize Jira Software for bug tracking
2. Those who use Discord for communication
・Those who conduct business interactions on Discord
・Those who want to automate issue creation notifications from Discord
■Benefits of using this template
Jira Software allows you to register bugs as issues in software development, streamlining management and tracking.
However, if you are manually sharing issues from chat tools, timely information sharing can be difficult, and there is a risk of time lags.
This flow is suitable for those who want to share issues in Jira Software in a timely manner.
Since this flow can notify from Discord when an issue is created in Jira Software, it enables speedy information sharing with members.
Even when work is hectic, you can seamlessly share information, allowing you to focus on progressing tasks.
■Notes
・Please integrate Yoom with both Jira Software and LINE WORKS.
・Refer to this guide on how to obtain a Webhook URL in Discord.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow where a notification of the issue details is sent to Google Chat when a new issue is registered in Jira Software.
By integrating Jira Software with Google Chat, you can easily share issue details with team members, preventing any oversights in sharing or management.
Feel free to modify the content registered in Jira Software as needed.
■Notes
・Please integrate both Jira Software and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For more details, please refer to here.
■Overview
This is a flow that notifies Microsoft Teams when a call is received on CallConnect.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who handle calls using CallConnect
・Those who use CallConnect for customer support but often miss incoming calls
・Those who want to promptly respond to calls without missing any
2. Companies using Microsoft Teams as an internal communication tool
・Those who use Microsoft Teams for internal information sharing
・Those who want to share call information with all team members
■Benefits of using this template
By integrating CallConnect with Microsoft Teams, you can instantly share incoming call notifications with the entire team.
This allows for quick responses to important calls, potentially speeding up operations.
Additionally, since information is consolidated on Microsoft Teams, you can easily see who responded to which call, reducing unnecessary follow-ups and strengthening team collaboration.
As a result, it can lead to improved customer service quality and increased operational efficiency.
Moreover, you can easily track past call history, providing the advantage of centralized information management.
■Notes
・Please integrate both CallConnect and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Microsoft Teams when a new conversation is created in Intercom.
■Recommended for
1. Those who need to frequently communicate with customers
2. Those who want to reduce manual conversation checks and information sharing, and aim for automation
3. Those who use Intercom and Microsoft Teams regularly
■Benefits of using this template
・Notifications are sent to Microsoft Teams immediately whenever a new conversation is created, enabling rapid information sharing within the team.
・Customer support and team communication can be centrally managed, enhancing business transparency.
■Notes
・Please integrate both Intercom and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Microsoft Teams when a new ticket is created in Re:lation.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Re:lation for support operations
・Those who handle customer inquiries using Re:lation but often miss important tickets
2. Companies using Microsoft Teams as an internal tool
・Those who want to quickly share information with team members using Microsoft Teams
・Those who want to automate ticket creation and update notifications to prevent manual communication errors
■Benefits of using this template
By linking Re:lation and Microsoft Teams, seamless communication is achieved.
This allows team members to receive notifications when a new ticket is created, improving response speed.
Quick responses can lead to improved customer satisfaction.
Additionally, as each member can quickly share the latest information, it prevents work duplication and enables efficient operations.
By utilizing this flow, you can prevent communication errors and improve overall work efficiency.
■Notes
・Please link both Re:lation and Microsoft Teams with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview
The workflow "Notify Microsoft Teams when a record is created in the Salesforce lead object" is designed to support the sales team in responding quickly.
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 and enables efficient sales activities.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that notifies Microsoft Teams when a new card is created in Trello.
■Recommended for
1. Members of teams using Trello
・Those who want to be aware of card additions to Trello in real-time
・Those who want to quickly share Trello updates with team members
2. Team leaders and managers
・Those who want to keep track of Trello updates to aid in team progress management
・Those who do not want to miss important card additions to specific boards or lists in Trello
・Those who want to easily check Trello information by receiving notifications in Microsoft Teams
■Benefits of using this template
Trello is a convenient tool for team task management, but there are times when you may not notice that a new card has been created, leading to delayed responses. It is even more challenging to constantly check Trello boards when team members are handling different tasks.
By utilizing this flow, team members can immediately recognize when a new card is created through Microsoft Teams notifications, allowing for prompt responses and smoother progress of the overall project.
Additionally, Microsoft Teams' notification feature can be used regardless of time or location, enabling team members to always stay updated on the latest task information, no matter where they are.
■Notes
・Please integrate Trello and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
The "Share files attached to incoming Outlook emails with Microsoft Teams" flow is a business workflow that smoothly shares important files received via email with your team. By leveraging the integration of Outlook and Microsoft Teams, it automates the management and sharing of attachments, improving work efficiency.
It reduces the need for manual forwarding and copying tasks, allowing necessary information to be quickly shared across the team.
■Recommended for
■Benefits of using this template
Since files attached to incoming Outlook emails are automatically shared with Microsoft Teams, it eliminates the hassle of manual forwarding tasks.
The integration of Outlook and Teams centralizes file management, making it easier to organize information.
Additionally, necessary files can be quickly shared with team members, ensuring smooth project progress.
Automation prevents human errors in transcription tasks, allowing files to be shared accurately.
■Overview
The flow "Share files to a Microsoft Teams channel when receiving an email with attachments in Gmail" is a business workflow that leverages the integration between Gmail and Microsoft Teams.
It reduces the manual effort of file transfer and improves work efficiency.
■Recommended for
■Benefits of using this template
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.
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.
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!
