Auto link organisation and reporter to ATLAS CRM

[Lynn van Dooren]

Hello Jira Community! 

I have recently installed ATLAS CRM on my Jira environment. Now i am noticing that i need to link every ticket to a customer/organization manually. 

I was wondering if it's possible to let Jira do this automatically. When the tickets come in the organization and customer is already shown. 

Is there a way to automatically link tickets to ATLAS CRM? 

Love to hear! 

[Elise Beer · Accepted solution]

Hi Lynn,

Great to hear you have installed Atlas CRM. Are you on a Cloud or Server/DC instance?

We have some automation available to link Jira issues. You can read it in our documentation.

Server/DC: https://avisi-apps.gitbook.io/atlas-crm-for-jira-server/advanced/automatically-link-jira-issues

Cloud: https://avisi-apps.gitbook.io/atlas-crm-cloud/advanced/jira-automatically-link-issues

I hope this helps!

Kind regards,

Elise Beer

Atlas CRM