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Notion is a highly versatile and excellent tool that allows for light writing like this blog, as well as more complex data management!
Since it is a new tool that only started supporting Japanese in 2022, more companies are likely to adopt it in the future.
This time, we will introduce how to integrate Notion, which is capable of complex data management, with Jira Software, which is suitable for complex software development.
Experience the magic of simplifying your work!
In this article, we introduce a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away with the template below, so please give it a try!
[What is Yoom]
Now, let's create a flow bot that "adds data to Notion when an issue is created in Jira Software."
Using the Japanese 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 easy!
Click the template banner, and at the bottom of the screen, there is a button that says "Try this template," so press it.
This will take you to a page called "My Project," where you select "My Apps" from the menu on the left side of the screen!
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Click on New Creation at the top right! Enter "Notion" in the search window, and the Notion icon will appear, so click it.
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You will transition to a screen like the above, so press "Select Page."
Select the page to integrate with Jira Software and click on grant access to complete the integration!
Once you return to the Yoom screen, next, let's register My App for Jira Software.
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Press New Creation at the top right and enter "Jira Software," and the Jira Software icon will appear. Click it!
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Then, New Creation will appear at the top right, so click it!
Enter the account name and access token.
There is a page that explains this in detail 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.
Now that the two apps are integrated with Yoom, please proceed by copying the banner below.
1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you are redirected to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.
First, you will need to send a test while creating the flowbot.
Therefore, create a suitable issue in Jira Software.
Once you have created the issue, set the trigger in Jira Software. 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 upper right corner!
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Click on "When an issue is created" under the Jira Software icon!
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App Trigger Title and Trigger Action are set to "When an issue is created"!
Since you are using the template prepared by Yoom, there is no need to input anything here. You can easily use Yoom's services without having to create a flowbot from scratch!
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Press Next and enter the subdomain.
The subdomain is in the URL of Jira Software, so you can copy and paste it!
Next, enter the project key for Jira Software.
The project key differs 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.
Click on "Add Record" under the Notion icon!
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The Title and Execution Action are already entered here, so enter the Notion database ID.
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Then, continue to add the content you want to record in Notion.
When you hover over and click inside the input box, you will see an option like "When an issue is created" as shown in the image above, so press it.
This will display a list of information that can be added to Notion, so just select the ones you want!
It is recommended to choose items that correspond with the content of the boxes, such as Subject = Issue Title.
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After making your selections, press the test button, and if successful, check Notion!
The content from 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 flowbot is the happiest...!
This concludes the creation of the flowbot. Thank you for your hard work!
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 that catches your interest, please give it a try!
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 registered in Notion triggers a registration in Jira Software as well.
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 send notifications to Google Chat, Discord, etc.
■Overview
This is a flow that extracts tasks due today from the Notion database and notifies them all at once in Google Chat every day.
■Recommended for
1. Those who consolidate information in Notion
・Project managers who centrally manage project tasks
・Those who utilize Notion for progress management
2. Those who share information using Google Chat
・Project leaders who share progress and tasks
・Those who use Google Chat for sharing announcements
■Benefits of using this template
When linking Notion information with Google Chat, it is cumbersome to notify each time.
Additionally, if notifications are delayed, real-time information sharing may not be possible, leading to potential discrepancies in team understanding.
This template is suitable for those who want to automate the notification process with Google Chat.
Since this template can automatically notify tasks due today from the Notion database to Google Chat, manual notification tasks are no longer necessary.
By notifying task information all at once, each member's work becomes visible, reducing misunderstandings and allowing for smoother operations.
■Notes
・Please link both Notion and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
■Overview
This flow extracts tasks due today from the Notion database and notifies them all at once on Discord every day.
■Recommended for
1. Those who manage schedules with Notion
・Project leaders managing project work schedules
・Public relations team members who share tasks with deadlines daily
2. Those who regularly communicate via Discord
・Team members sharing information on Discord
・Those who use Discord for business communication
■Benefits of using this template
When managing tasks in a Notion database, searching for tasks due today can be cumbersome.
Additionally, if there is a sharing omission when sharing tasks with each member, there is a risk of affecting the progress of the entire team.
This template allows you to notify tasks due today from the Notion database to Discord all at once.
By notifying all at once, there is no need to manually notify each member, and the tasks to be done that day become clear among the team.
By receiving task completion notifications from each member regarding the notification content, progress management becomes easier, and the burden of management tasks can be reduced.
■Notes
・Please link Yoom with both Notion and Discord.
■Overview
This flow extracts tasks due today from the Notion database daily and sends a batch notification to Slack.
■Recommended for
1. Those who manage tasks with Notion
・Project leaders managing project tasks
・Marketing department members reminding team members of tasks due today
2. Those who use Slack for daily communication
・Project managers overseeing multiple projects
・Teams collaborating via Slack
■Benefits of using this template
Notion is a tool that allows easy creation of databases and efficient task management.
However, manually sending notifications for sharing with team members can hinder productivity.
This template is suitable for those who wish to automate manual notifications to team members.
By notifying Slack of tasks due today from Notion at a set time daily, you can streamline your workflow.
Automating the search and notification tasks within Notion allows for smoother daily operations.
■Notes
・Please integrate Yoom with both Notion and Slack.
Register tasks recorded in Notion to the calendar
Automatically register tasks recorded in Notion to Google Calendar.
■Overview
Automatically register task information from the Notion task management database as all-day events in Google Calendar.
Only new tasks will be registered, and updated tasks will be excluded from the flow.
■Preparation
・Create a task management database in Notion in advance.
※For an actual example, please refer to this link: https://sulky-aftershave-b1d.notion.site/6729db5cf9ff4a26ae2156f44bc2b174?v=db2791f6600d429e9d7796834a753e30&pvs=4
■Setup Method
① Select Notion from the app triggers and press the action when a page is created or updated in a specific database.
② Enter the launch interval and database ID, then test and save.
※For common errors when integrating with Notion, please refer to here.
③ Press the + mark under the trigger and select "Branch".
④ Set the operation to the trigger set in ① and the output to the creation date.
⑤ Set the condition to "not equal to the value" and embed the last updated date obtained in ① as {{Last Updated Date}} in the output and save.
※For details on dynamically using outputs, please refer to here.
⑥ Press the + mark, select Notion from the operation to manipulate the database, and proceed to the next step by selecting "Retrieve Record (ID Search)" from the action and entering the same database ID as the trigger.
⑦ Set the search condition to "Record ID equals" and embed the object ID obtained from the trigger in ① as {{Object ID}}, then test and save.
⑧ Press the + mark, select the action to add or subtract dates from the operation to manipulate and transform data.
⑨ Embed the task's due date obtained in ⑦ as the target date, set the condition to +1 day, assign an arbitrary output name, and test and save.
⑩ Press the + mark, select Google Calendar from the operation to integrate with the app, and choose the action to create an event.
⑪ On the next page, set as follows, test, save, and complete the setup.
・Calendar ID: Enter your Gmail address directly
・Event Title: Embed the task name obtained in ⑦
・Event Start Date: Embed the task's due date obtained in ⑦
・Event Start Time: 00:00
・Event End Date: Embed the due date added in ⑨
・Event End Time: 00:00
・Event Details: Optional input
■Notes
・Be sure to register tasks by adding a new row.
※This is because using the default empty row after creating the database will cause discrepancies between the creation and update dates.
Notify Chat Tools When an Issue is Created in Jira Software
Automatically notify tools like Discord or Slack when an issue is created in Jira Software.
■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 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 flow adds a record to a Google Sheets database and sends a notification to Slack when an issue is created in a specific project in Jira Software.
Jira Software allows settings not only for issue creation but also for when an issue is created or updated, enabling the trigger to activate upon issue updates as well.
Without having to manually check the issue details created in Jira Software, records are automatically added to Google Sheets and notifications are sent to Slack, preventing any gaps or omissions in information management.
■Notes
・Please integrate Jira Software, Google Sheets, and Slack with Yoom.
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.
■Overview
This flow adds a new ticket created in Zendesk to Jira Software.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to handle customer inquiries and issues in Zendesk and manage requests to the development team in Jira Software
・Those who want to improve work efficiency by eliminating the manual task of transferring Zendesk tickets to Jira Software issues
・Those who want to strengthen the information linkage between Zendesk and Jira Software to facilitate smooth coordination between customer support and development
2. Project Managers and Product Owners
・Those who want to reflect customer feedback in the development process through the integration of Zendesk and Jira Software to improve products and services
・Those who want to visualize the collaboration between customer support and development teams to streamline overall project progress management
■Benefits of Using This Template
Zendesk is a tool for efficiently managing customer support, but manually transferring newly created tickets to Jira Software can be time-consuming and labor-intensive, often leading to transcription errors and information omissions.
By utilizing this flow, when a ticket is created in Zendesk, the necessary information is automatically added to Jira Software, eliminating the need for support staff and development teams to check both Zendesk and Jira Software, allowing them to efficiently share the latest information.
Additionally, as manual transcription is no longer required, work efficiency is improved, and input errors can be prevented.
■Notes
・Please integrate both Zendesk and Jira Software with Yoom.
・Zendesk is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connection of the configured flow bot will result in errors, 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 apps that are subject to restrictions.
■Overview
This is a flow that adds a ToDo object registered in Salesforce to Jira Software.
■Recommended for
1. Sales and support personnel using Salesforce's ToDo object
・Those who want to manage customer inquiries, requests, and internal tasks with Salesforce's ToDo and register requests for the development team as issues in Jira Software
2. Development teams using Jira Software
・Those who want to manage customer issues and requests registered in Salesforce's ToDo as issues in Jira Software and integrate them into the development process
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but manually adding tasks to Jira Software every time a ToDo object is registered can lead to human errors and information omissions.
By utilizing this flow, necessary information is automatically added to Jira Software when a ToDo object is registered in Salesforce, eliminating the need for manual input by the person in charge, allowing them to focus on more important tasks such as processing ToDos and customer support.
Additionally, it prevents data entry errors and information omissions, enabling accurate and efficient ToDo management.
■Notes
・Please integrate both Salesforce and Jira Software with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.
■Overview
This flow adds a task to Jira Software when it is registered in Zoho CRM.
■Recommended for
1. Those who manage sales tasks in Zoho CRM
・Sales department members using Zoho CRM
・Those managing tasks per customer in Zoho CRM
2. Those who manage tasks in Jira Software
・Those utilizing Jira Software for project management
・Those manually adding Zoho CRM tasks to Jira Software
■Benefits of using this template
By using Zoho CRM, you can simplify customer management and optimize sales activities.
However, if you are manually linking sales tasks registered in Zoho CRM to other tools for task management, it is inefficient.
This template allows tasks registered in Zoho CRM to be automatically added to Jira Software, streamlining manual work.
Tasks registered in Zoho CRM are quickly reflected, simplifying task registration and preventing input errors and omissions.
Additionally, by integrating with chat tools, you can immediately grasp tasks added to Jira Software, allowing for efficient task management.
■Notes
・Please integrate both Zoho CRM and Jira Software with Yoom.
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.
While thinking about whether there are any flows in your daily tasks that can be automated, please take a look at the template gallery!
Click here for the template gallery
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 hassle of inter-departmental communication and status checks, unifying information among members and smoothing communication.
Since issues that occur 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, reducing the time spent on information updates.
Additionally, editing and adding data in Notion is easy, making it simpler to add task details.
By integrating Jira Software and 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 while providing access to non-technical departments, real-time data sharing is realized, facilitating smooth project progress.
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.
With easy data accumulation and sharing, and the potential for automating task management and creation, you can expect an increase in work efficiency!
Please try creating a Flowbot with Yoom and aim for flow automation.
