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

2024/12/24

Integrate Chatwork with Jira Software to create an issue in Jira Software when a message is posted in Chatwork.

r.oba

For those managing projects, task management is extremely important. By integrating Chatwork with Jira Software, it becomes possible to automatically create issues in Jira Software from messages posted in Chatwork. This eliminates the need for manual task registration, thereby enhancing work efficiency. Additionally, preventing task oversights can lead to an increased project success rate. This article explains how to set up a flow that automatically creates issues in Jira Software when a message is posted in Chatwork, as well as the benefits of implementing this integration. Recommended for: - Project managers looking to strengthen information sharing - Those aiming to review and improve collaboration flows between multiple teams, such as sales and development, for accurate and swift information sharing - Team leaders who want to visualize project progress in real-time and have an overall understanding - IT personnel using Chatwork and Jira Software who find manual task management cumbersome Benefits and Examples of Integrating Chatwork and Jira Software Benefit 1: Streamlining Task Management Automating issue creation from Chatwork to Jira Software prevents duplicate task entries and input errors. For example, previously, it was necessary to manually create issues in Jira Software based on information shared in Chatwork, but this integration eliminates the need for manual task management. Additionally, by reducing manual work, human errors such as update mistakes and incorrect entries can be prevented. Combining this with Jira Software's progress management features clarifies the status and assignees of each task, potentially improving the overall work efficiency of the team. Benefit 2: Enhancing Information Sharing Between Teams By incorporating this integration, messages posted in Chatwork are automatically reflected in Jira Software, allowing smooth information sharing between different teams. For instance, if a customer request shared by the sales team in Chatwork is registered as an issue in the development team's Jira Software, everyone can always refer to the same information, preventing communication errors. Moreover, centralized information management makes it easier to grasp the latest situation, increasing project transparency. Benefit 3: Visualizing Project Progress With information shared in Chatwork automatically reflected in Jira Software, the overall project progress can be grasped at a glance. For example, visualizing project progress allows project managers to quickly identify delayed tasks and take appropriate measures promptly. Additionally, utilizing Jira Software's dashboard can visualize which stage the project is at and who is handling it. This helps prevent task omissions and delays, potentially increasing the project's success rate. [About Yoom] How to Create Issues in Jira Software When a Message is Posted in Chatwork This can be achieved by using Chatwork's API to receive message postings and Jira Software's API to create issues in Jira Software. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom. The process is broadly divided into the following steps: - Register Chatwork and Jira Software as My Apps - Copy the template - Set the Chatwork trigger as the starting point of the flow, followed by the Jira Software operation settings - Turn on the trigger button and verify the integration operation between Chatwork and Jira Software If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in.

Step 1: Integrate Chatwork and Jira Software with My Apps

Register Chatwork and Jira Software as My Apps in Yoom. By registering My Apps first, automation settings become easier.


First, register Chatwork as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

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An app list and search bar will be displayed as shown below, so use either to select Chatwork.

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When the following screen appears, enter your "Email Address" and "Password" as instructed, and click Login.

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After logging in, when the following screen appears, grant access to complete the My Apps integration.

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Next, proceed to register Jira Software as a My App.
Similarly, search for Jira Software from the app list or use the search bar.

Refer to here for the method to integrate Jira Software as a My App and obtain the necessary information for integration.
Enter "Account Name", "Email Address", and "API Token" on the following screen, and click "Add".

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Once both My Apps registrations are complete, Chatwork and Jira Software will be displayed in My Apps.

Next, let's proceed with the setup using the Flowbot template. Log in to Yoom and click "Try it" on the banner below.

You will see "Template has been copied!", and clicking "OK" will complete the copy.

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Step 2: Set the Trigger

Next, set the trigger for Chatwork.
Click "When a new message is posted to the channel".

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Check the "Account information required for integration with Chatwork".
You can freely change the title, but do not change the trigger action, and click "Next".

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Next, configure the API settings. You can select the "Trigger interval" from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

Select the "Room ID" from the candidates.

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After setting, click "Test".
When you run the test, information will be displayed in the output.
Confirm that information is displayed in the output and click "Save".

Step 3: Extract Data from Text Using AI Features

Next, use Yoom's AI to extract data from text.
※AI operations are available only in the Team Plan and Success Plan.
Please note that if you are on the Free Plan or Mini Plan, the operation of the flow bot you have set will result in an error.
Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).


Click "Extract data from text".

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When the following screen is displayed, click "Change".

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Select the conversion type that corresponds to the number of characters in the text.

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After selection, click "Next".
From "Set Details", enter the "Target Text".
By selecting from the output as shown below, you can reference Chatwork's information.

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For the "Items to be extracted", check the red line and enter directly.

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After input, execute "Test" and click "Save".

Step 4: Set the Action

Set the action for Jira Software.
Click "Add issue".

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Next, check the account information required for integration with Jira Software.
You can freely change the title, but do not change the action.

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Next, configure the "API connection settings".
Check the red line and set each item.
"Subdomain" → Set arbitrarily
"Project Key", "Issue Type ID" → Select from candidates

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For "Issue Title" and "Details", the content set in "Items to be extracted" from "Extract data from text" can be selected as output as shown in the screen below.

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After setting, click "Test" and if "Test successful" is displayed, click "Save".

Step 4: Confirm the Automation Operation of Chatwork and Jira Software

Finally, click "Turn on Trigger" to complete the automation settings.
Now, when a message is posted in Chatwork, an issue will be automatically created in Jira Software.

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Here is the template used this time.

Examples of Other Automations Using Chatwork

There are many other examples of automation using Chatwork on Yoom, so here are a few to introduce.

1. Flow to Add to Miro When a Message is Posted on Chatwork

By utilizing this integration, you can automatically add sticky notes to a Miro board when a message is posted on Chatwork.
This allows for centralized information management and is expected to enhance information sharing within the team.
Additionally, since updates are automatically added to Miro, there's no need for manual updates, which is also expected to improve work efficiency.

2. Flow to Notify Chatwork When a Response is Submitted via Google Forms

By incorporating this integration, you can receive notifications in Chatwork whenever a response is submitted via Google Forms.
Being notified in Chatwork helps prevent missing any responses from Google Forms.

3. A Flow to Log Activity History in Salesforce When a Message is Posted on Chatwork

By utilizing this integration, you can log activity history in Salesforce whenever a message is posted on Chatwork.
In environments where there are frequent message postings on Chatwork, automatically logging activity history in Salesforce can improve the overall operational efficiency of the team.

Summary

The integration of Chatwork and Jira Software supports the streamlining of task management, enhancement of information sharing, and visualization of project progress.
This can lead to improved work efficiency, reduction of human errors, and increased project success rates.
Additionally, Yoom's app integration can be set up without any coding, allowing anyone to get started right away. Please consider implementing it.

The person who wrote this article
r.oba
I've worked as an engineer at a materials company for automotive exterior parts. Utilizing the experience of being exposed to various systems, We will use Yoom to disseminate useful content for doing business efficiently.
Tags
Chatwork
Jira Software
Automation
Integration
App integration
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