Atlassian Automation Questions - both Confluence and Jira

[Sean Perry]

I have a Project workflow as follows:

• BizDev ask me a cost for a Project, which In track in Confluence by creating a Project Page, with a Dashboard page that looks at page labels to allow me to see status.
• If Client says yes, Project is moved into 'Onboarding' and we fill out Scope and then change label to move into our active Projects list. Manually we then create a Jira Epcs with Tasks

What I would like to be able to do is:

1. Automate creation of  Jira Epic with Tasks from Confluence using a Smart Button or some other trigger
2. Insert a Smart Button that changes page label, moves Project to a Done folder, and sends an email to show Project completion at the end.

For 1. I can see how to create an Epic from Confluence, but now how to do this from a template in Jira. Is this even possible?
For 2. Whilst I can see Templates to change page status, I cannot see if there is the possibility to take an existing template and add / amend to do more (as in Microsoft Power Automate). Is this possible?

[Marc - Devoteam]

Hi @Sean Perry 

You could use Confluence automation to create an Epic work item in a project and specify the information the Epic needs to contain by default in the automation rule.

You can't specify another work items as the source of the new to be created work item.

What do you want to achieve in relation to question 2?

You could also make an automation, that check based on page edited and a condition the label equals "x".

Then you would need to use a web request GET action to 1st get the page id of the page, then create a variable based on the page id, then another web request that uses the created variable.

On the web request PUT action you will need to specify custom data.

example;

{
"parentId": "67698695",
"spaceId": "3440643",
"parentType": "folder",
"version": {
"number": 2
},
"body": {
"representation": "storage",
"value": "<string>"
},
"status": "current",
"title": "{{title}}",
"id": "{{titleid}}"
}

Where you need to get the parentId, Id of the folder.

An at the end send an email action.