NotionとJira Softwareの連携イメージ
How to Integrate Applications

2024/07/16

Improve team communication with the integration of Notion and Jira Software!

a.ohta

Notionはこのブログのようなライトな文章作成はもちろん、もっと複雑なデータ管理も可能な自由度の高い素晴らしいツールです!
2022年に日本語対応したばかりの新しいツールでもあるため、これから導入する企業も増えていくことでしょう。

今回は複雑なデータ管理も可能なNotionを、複雑なソフトウェア開発に向いているJira Softwareと連携する方法をご紹介します。
業務が簡易的になるマジックを実感してみてください!

このブログをおすすめする方

  • Jira SoftwareとNotionを組み合わせて、全体のプロジェクト進行を把握したい方。
  • 技術部門と非技術部門間での情報共有がスムーズにできるようにしたい方。
  • NotionとJira Softwareを連携して、タスク管理やデータの自動更新を実現したい方。
  • NotionやJira Softwareを効率的に活用したいと考えている方
  • 情報の一貫性とチーム内の透明性を高めたい方

今すぐに試したい方へ

本記事ではノーコードツール「Yoom」を使用した連携方法をご紹介します。
難しい設定や操作は必要なく、非エンジニアの方でも簡単に実現できます。
下記のテンプレートから今すぐに始めることもできるので、ぜひお試しください!

[About Yoom]

How to Integrate Notion and Jira Software

Now, let's create a flowbot that "adds data to Notion when an issue is created in Jira Software."
Using the domestic no-code tool Yoom, even those without programming knowledge can easily automate the flow!

First, let's integrate Yoom with each app.
This is called "My App Integration." My App Integration is very simple!

My App Settings for Notion and Jira Software

Click the template banner, and you'll find a "Try this template" button at the bottom of the screen. Click it.
This will take you to a page called "My Project," where you can select "My Apps" from the menu on the left side of the screen!

     ↓

Click "Create New" at the top right! Enter "Notion" in the search box, and the Notion icon will appear, so click it.

     ↓

You'll transition to a screen like the one above, so press "Select Page."
Select the page to integrate with Jira Software and click "Grant Access" to complete the integration!
Once you return to the Yoom screen, next, register your My App for Jira Software.

     ↓

Press "Create New" at the top right and enter "Jira Software," and the Jira Software icon will appear. Click it!

     ↓

Then "Create New" will appear at the top right, so click it!

Enter your account name and access token.
There is a page with detailed explanations from here, so please refer to it!

How to Register My App for Jira Software

Once the access token is successfully converted, please press add.
With these two apps integrated with Yoom, proceed by copying the banner below.

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

Setting Triggers in Jira Software

First, you will need to send a test while creating the flow bot.
Therefore, create a suitable issue in Jira Software.

Once you have created the issue, set the trigger settings in Jira Software. Let's return to My Projects on the left side of the screen.
Enter the page titled "[Copy] When an issue is created in Jira Software, add data to Notion" and click edit in the top right corner!

     ↓

Click on "When an issue is created" in the Jira Software icon!

     ↓

App Trigger Title and Trigger Action is set to "When an issue is created"!
Since you are using the template prepared by Yoom, no input is needed here. You can easily use Yoom's service without having to create a flow bot from scratch!

     ↓

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

Next, enter the project key for Jira Software.
The project key is different for each project created, so remember the key for the project you want to link with Notion.

Checking the project key in Jira Software is easy!

Click on the project at the top of the Jira Software page and click to display all projects!
The key is next to the project name.
If there are other projects you want to reflect in Notion, it will be easier if you keep track of the keys.

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!

This concludes the trigger settings for Jira Software.
Let's proceed to the Notion settings.

Notion Settings

Click on "Add Record" in the Notion icon!

     ↓

The Title and Execution Action are already entered here, so enter the Notion database ID.

     ↓

Then, keep adding the content you want to include in Notion.

When you hover over and click inside the input box, there is an option "When an issue is created" as shown in the image above, so press it.
Then, the information that can be added to Notion will be displayed in a list, so just select the ones you want!

It's recommended to choose items that link with the box content, like Subject = Issue Title.

     ↓

Once you have finished selecting, press the test button and if it is successful, check Notion!
The content of Jira Software is added to the specified page. Once confirmed, don't forget to press save.

Next, try creating a new issue in Jira Software. How about that! The issue created in Jira Software is automatically recorded in Notion!

The moment of creating a flow bot is the happiest...!
This concludes the creation of the flow bot. Good job!

Other Automation Examples Using Notion and Jira Software

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Notion and Jira Software.

If there's anything you're interested in, please give it a try!

Automation Examples Integrating Notion and Jira Software

It is also possible to set up an integration that automatically notifies Microsoft Teams after the flow introduced earlier.
Additionally, you can create an integration where an issue is registered in Jira Software when it is registered in Notion, using Notion as a trigger.

Automation Example Using Notion

Add Submitted Content to Notion

Automatically add content sent via Google Forms, Gmail, or chat tools to Notion.

Extract tasks due today from Notion every day and send batch notifications to chat tools

Automatically extract tasks due today from Notion every day and notify via Chatwork, Google Chat, etc.

Register tasks recorded in Notion to the calendar

Automatically register tasks recorded in Notion to Google Calendar or Garoon calendar.

Automation Example Using Jira Software

Notify Chat Tools When an Issue is Created in Jira Software

Automatically notify tools like Chatwork or Discord when an issue is created in Jira Software.

Add a task to Jira Software when an application is submitted in the workflow

Automatically add a task to Jira Software when an application is submitted in Jobcan Expense Management & Workflow or CollaboFlow.

Add the content registered in the customer management tool to Jira Software

Automatically add the content registered in Salesforce, Zoho CRM, etc., to Jira Software.

When you look for them, there should be many small flows that can be automated and flows that clearly seem to lead to time savings.
As you think about whether there are any flows in your daily tasks that could be automated, please take a look at the template gallery!

Click here for the template gallery

Benefits and Use Cases of Integrating Jira Software with Notion

1. Easy Sharing of Status Across the Team

By integrating Jira Software with Notion, the progress of issues in Jira Software is automatically added to Notion, creating an environment where the team can quickly grasp the situation.

For example, when the development team creates a new task, that information is accumulated in Notion, allowing non-technical departments to access the latest project information.
This reduces the effort of inter-departmental communication and status checks, unifying information among members and smoothing communication.

2. Time and Effort Reduction Through Automatic Data Accumulation

Since issues occurring in Jira Software are automatically added to Notion, manual transcription work is unnecessary, maintaining data consistency.

For example, when a project manager checks weekly progress, they can simply refer to the data automatically accumulated in Notion to confirm the latest information, which is expected to reduce the time spent on information updates.
Additionally, since editing and adding data in Notion is easy, it will be easier to add details to tasks.

3. Centralized Management of Data from Different Teams

By integrating Jira Software with Notion, data from different tools used by technical and non-technical departments is centralized in Notion, allowing both teams to operate based on the same information.

For example, by allowing project managers to check the overall situation on Notion and providing access to non-technical departments, real-time data sharing is realized, and smooth progress of the entire project is expected.

Conclusion

How you use it is up to you. Notion, which holds infinite possibilities, is a perfect match for Jira Software, which excels in complex software development.
In addition to making data accumulation and sharing simple, if task management and creation can also be automated, an improvement in work efficiency can be expected!

Please try creating a flow bot with Yoom and aim for flow automation.

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
Automation
Integration
Notion
Jira Software
Automatic
App integration
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