How to integrate Jira Software with Zendesk to automatically add Jira Software issues to Zendesk

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method 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 using the template below, so please give it a try!

In the IT society, software development that aligns with the needs of companies can be considered an important task. Therefore, it is necessary to manage customer requests daily and quickly enter the phase to realize them. In such cases, inquiry management tools like Zendesk are convenient. They allow you to store tips for software development that aligns with customer needs, and it becomes easy to check the current response to inquiries and the phase they are in. To facilitate smooth information sharing, why not integrate with Jira Software, which is used by the software development team? First, let's introduce the specific benefits of integrating. Benefits of Integrating Jira Software and Zendesk 1. Easier Information Sharing When an issue is created in Jira Software, a ticket is automatically created in Zendesk. This makes it easier for customer support to understand the latest response status, leading to smoother explanations to customers. Quick information sharing between teams is crucial to avoid incorrect information or vague responses to customers. However, since they are different teams, there tends to be a time lag in information sharing. Utilizing this can potentially improve such issues, so give it a try. 2. Reduction of Effort Since issues created in Jira Software are automatically added to Zendesk, the development team is spared the effort of explaining the response status to the customer team. Additionally, the customer team no longer needs to manually input the response status handed over from the development team into Zendesk, which can shorten the workflow. Reducing such small efforts can lead to securing more time to focus on customer responses and software development. [About Yoom] Next, we will introduce how to create a "flowbot" that adds issues created in Jira Software to Zendesk using Yoom, which allows app integration without programming. After registering with Yoom, please try creating it! *Please note that Zendesk is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation or data connect of the set flowbot will result in an error. *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. The above flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom

※ If you have already completed registration, the login screen will be displayed, so please log in.

How to Create an Integration Flow between Jira Software and Zendesk

STEP1: My App Integration

Once Yoom registration is complete, the Flowbot template will be copied to "My Projects".
When the display appears as shown in the image, please select "My Apps" from the menu on the left side of the screen.

Click the new connection button at the top right to integrate Yoom with each app.

Integration of Jira Software and Yoom

1. Search
‍Enter "Jira Software" in the search box and click the Jira Software icon.

2. Set Account Name and Obtain Access Token

Set the required items.
For more details, please refer to How to Register My App for Jira Software.

4. Click Add

Once the two required items are set, press the add button at the bottom right.
If the above display appears, it is complete.

Integration of Zendesk and Yoom

1. Search
‍Enter "Zendesk" in the search box and click the Zendesk icon.

2. Set Account Name and Obtain Access Token

Enter the account name and access token.
Combine the email address registered with Zendesk and the API token obtained from the Zendesk Support Admin Center with a ":", and encode in base64 format.

【Example】 Email Address/Yoom@xxxx.xx.jp

API Token/ABCDE1234fghIJK567

【Encoded String】

　　Yoom@xxxx.xx.jp:ABCDE1234fghIJK567

For more details, please check the following ‍

How to Register My App for Zendesk‍

About base64 Encoding

4. Click Add

Once the two required items are set, press the add button at the bottom right.
If the above display appears, it is complete.

This completes the My App integration for Jira Software and Zendesk.
Next, let's use the template copied earlier to configure the Flowbot.
If not yet copied, please copy the Flowbot template from below.

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

‍

STEP2: Set Trigger in Jira Software

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "Add to Zendesk when an issue is created in Jira Software".‍

3. Select App Trigger
‍Click on "When an issue is created" under the Jira Software icon.
Since the title and other settings are complete, click Next.‍

4. Set the trigger interval

You can choose 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.‍

5. Enter Subdomain and Project Key

First, enter the subdomain.
Copy and paste from the Jira Software URL following the red frame.

The project key will be displayed in a list by entering the subdomain.
Select the project key you want to link with Zendesk.

6. Run the Test
Scroll down and click the test button.
If the test is successful, click Save.

STEP3: Set up Zendesk

1. Click on the Zendesk icon
‍Click on "Create Ticket" under the Zendesk icon.
Since the title and other settings are complete, click Next.

2. Set the Subdomain

Follow the instructions in the red frame to copy and paste.

3. Decide on the Subject

Set the subject.

Hover over the box and click, then select the Jira Software icon.

The data sent in the previous test from Jira Software will be displayed in a list, so select the one that corresponds to the subject.
In this case, it is recommended to choose the issue title.

4. Enter Details

Enter the details to be displayed on the ticket.
Similarly, click the box and select the Jira Software data.

5. Arrange the Layout

In addition to the issue details, data like the image was inserted.
Using symbols to make it easier to read improves visibility.‍

6. Run the Test
‍Click the test button. If the test is successful, click Save.‍

7. Turn the Trigger ON

Once the flowbot creation is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON.

This completes the creation of a flowbot using Jira Software and Zendesk.

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Flowbot template used this time
Add to Zendesk when an issue is created in Jira Software

Other Automation Examples Using Jira Software and Zendesk

There are many other examples of automation using Jira Software and Zendesk at Yoom, so here are a few introductions.

1. Update Zendesk Ticket Status When a Task is Completed in Jira Software
‍When software development tailored to the request is completed, this information is automatically added to Zendesk, making it easier to respond to inquiries.

2. When a ticket is created in Zendesk, add it to Jira Software
‍It is also possible to add issues from Zendesk to Jira Software. This will likely improve the response speed of the development team.

3. Add to Google Spreadsheet when a ticket is created in Zendesk
‍If you want to edit and manage Zendesk inquiries in more detail, integrating with Google Spreadsheets is also recommended.

Summary

Implementing automation using Jira Software and Zendesk should help strengthen collaboration between teams.
It will make it easier to determine how to respond to customer inquiries, which should also help reduce the workload of customer service.
It is also possible to save time by eliminating the need for manual input. Please take this opportunity to try it out!