Jira/Salesforce Connector: Automatically create a jira ticket when Salesforce Opp = Closed-Won

[Jeffrey Bistrong]

We have the app fire connector for jira and salesforce (https://marketplace.atlassian.com/apps/1214214/connector-for-salesforce-jira)

I need to automatically create a jira ticket with certain information from salesforce, when the opportunity = closed-won.

Anybody have some ideas on how to do this? I am trying to include some information from the opportunity and then have it appear in the description field in the newly created jira ticket

[Aaron Pavez _ServiceRocket_]

Hi @Jeffrey Bistrong 

> I need to automatically create a jira ticket with certain information from salesforce, when the opportunity = closed-won.

For that you need an APEX trigger. 

https://support.appfire.com/space/CSFJIRA/1873413628/Configure+automatic+Jira+issue+creation+from+Salesforce

An example(if you dont need the after update, remove it)

trigger OpportunityClosedWonJira on Opportunity (after insert , after update) {
for (Opportunity c : Trigger.new) {
if (Trigger.isUpdate && Trigger.isAfter) {
if(c.StageName == 'Closed Won'){ 

JCFS.API.createJiraIssuewithDefaultPostAction('10015', '10002');
}
}
}
}

 10015 its the jira project id

10002 its the jira work item key

>  I am trying to include some information from the opportunity and then have it appear in the description field in the newly created jira ticket

Here you need the mapping. What do you have mapped to the Jira description?

You can map the Opportunity name for example and the Jira description will have that information.

Regards

[Jeffrey Bistrong]

Thanks, still waiting on requirements from the business team on the mapping, 

Out of curiosity if I wanted to put the Account Name from the opp and the opp name into the jira description, how would I do that?

[Aaron Pavez _ServiceRocket_]

Hi!

You will need another trigger or flow and another field.

You will need to copy the Account name, opp and opp name to that new field then map that to the description field.

The connector doesnt append or allow you to merge values. you need to do it before the push.

Regards