Jira is a platform used by teams to assign tasks, track issues and manage projects.

Integrate Bob with Jira to ensure tickets will be created automatically whenever specific events occur, such as whenever a new employee joins the company. This will allow your teams to enjoy smoother processes and work flows. 

Integration Details

Detail

How it works

Integration type

One-way via API

Direction of data flow

Bob to partner app

Trigger events

Based on your configuration, tickets can be automatically created in Jira based on a number of events that take place in Bob. Possible events to trigger sync include:

  • Employee joined
  • Employee created
  • Employee left
  • Task list triggered 

Sync frequency

Upon event

Version supported

This integration is supported by Atlassian cloud only.

Before you begin

This integration uses the Jira API, so we recommend you create a dedicated Jira user account for Bob. Although, if you prefer, you can also use an existing Jira user account.

To configure a Jira integration you'll need to obtain the following information:

  • Jira subdomain
    To determine your company's Jira subdomain, access Jira in your browser. Your URL should be something similar to: https://your_domain.atlassian.net/secure/BrowseProjects.jspa. The Jira subdomain is the your_domain part of the URL.
  • Jira API token
    To learn more about how to create a Jira token see Manage API tokens for your Atlassian account in the Atlassian support center.
  • Jira project key
    To determine your company's Jira project key, open Jira and go to Project Settings > Details. The value in the Key field is your project key.
  • Jira issue type 
    To learn more about how to configure issue types, see Configure issue types in the Atlassian support center. 
  • Jira user email.

Get the most out of Bob

Integrating Bob with Jira will save your IT team significant time and effort when managing tasks such as those related to new or terminated employees.

  • Instead of manually creating new tickets in Jira, you can set the tickets to be automatically created in Jira every time an employee joins the company, is added as an employee in Bob or leaves the company.
  • You can also trigger the creation of a Jira ticket whenever the first task in a task list is triggered.
  • Each trigger will create the ticket in a specified Jira instance, using a specified Jira Project and Issue type.

Required Permissions

The API token required by Bob will have the same permissions as the Jira account that generated it. 

The permissions required by Bob are those of a standard user account with access to Jira Software (placed in the jira-software-users group in the latest Jira cloud deployments) and, if you are using Jira Service Desk, access to Jira Service Desk (placed in the jira-service-desk-users group in the latest Jira cloud deployments).

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If you are using a custom permission setup, make sure the user has the following:

  • Access to site.
  • Access to Jira Software.
  • Browse users and groups global permission.
  • Browse projects project-level permission.
  • Create issues project-level permission.

If you are using Jira Service Desk, make sure that in addition to the permissions above, the user also has the following:

  • Access to Jira Service Desk.
  • Permission to access the service desk.
  • Permission to view the service desk.
  • Permission to create requests in the specified service desk.

Jira API Usage

Bob uses the following APIs to implement the Jira integration:

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Set up Jira integration in Bob

To set up the Jira integration you will need to first add an an instance and then add the ticket automations.

Add the instance

  1. From the left menu, select Settings > Integrations.
  2. Search for Jira.
  3. In the Jira tile, click Connect.
  4. Click Add instance.
  5. Enter an Instance name as well as the Domain, Jira user (email address) and API token. To obtain this information see the Before you begin section above
  6. Click Add instance.
    The Production environment page will open with the green Connected status shown at the top.

Add ticket automations

To set Jira tickets to be created automatically, go through the steps in the Ticket automation wizard.

To access the wizard, click the desired instance on the Jira Instances page and click Add ticket automation.

Step 1: Details

Note: You can save the details at any time during the set-up process by clicking Save as draft at the bottom of the screen.

  1. Enter a name for the Ticket automation.
  2. Select the Jira Project and Issue type where the ticket will be created. Only the Projects and Issue types available in the configured Instance will appear in the dropdowns.
    Notes:
    • The following Jira field types are supported: number, string, date, array (only array of types: string, component, version, option, user), user, priority, option, securitylevel.
    • Currently the following project types are supported: Jira software and Jira service management.
  3. Select the Trigger: either Based on an event or Based on task list.
  4. If Based on event is selected, choose one of:
    • Employee joined - the ticket will be created on the employee’s start date.
    • Employee create - the ticket will be created when the employee is added to Bob.
    • Employee left - the ticket will be created at 00:05 on the day after the termination date, according to the timezone of the site. 
  5. If Based on task list is selected, select a task from the list. The ticket will be created when the first task on the list is triggered
  6. Click Next.

Step 2: Data Mapping

  1. Map the data that will appear in the Jira ticket.
    For full details, see the How to map data section of the Map data for provisioning integrations article.
    Notes:
    • Select Formula in the Mapping type column to add text that will be sent to Jira along with the Bob field names you selected in the Bob data column. To learn more, see the Before you begin section of the Map data for provisioning integrations article.
    • Only supported Jira fields will appear in the dropdowns in the Jira field column.
  2. Click Save.
    The details will be displayed in the ticket automation summary screen. mceclip0.png
  3. Click Activate to activate the integration.
    When the integration is synced you will see a list of all synced tickets with details of any errors. mceclip1.png

FAQs

Why does the Jira find users API return empty results?
This behavior can occur if the account used to generate the API token has been configured with access to Jira Software but is missing the Browse users and groups global permission. To add Browse users and groups global permission, open Jira and navigate to Jira Settings > System > Global permissions. At the bottom of the screen, select the Browse users and groups permission, select the group containing the Bob account and click Add.

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Why do both the Jira find users and the Create metadata APIs return empty results?
This behavior can occur if the account used to generate the API token is missing site access. To grant the user site access, navigate to Jira User Management > Users and enable the Has access on site option.