Automation process Slack + Jira

Jean Paul Piedrahita Garcia

Hello. My team has a private Slack channel where we report our tasks. I would like to automate the following process:

1. When somebody report a task (the report always has the same structure), I'd like to automate the transition the ticket statuses in Jira (for example, To Do --> In progress) and the report this change in the corresponding thread.

2. When somebody review the task in Slack and provide feedback in the thread, we usually finishes with a keyword. Then I'd like to change the ticket status automatically in Jira again.

Is it possible with Slack and Jira integration? Do I need some third party? Thanks for the help.

Mayura Gautham

Hey @Jean Paul Piedrahita Garcia 

When you mention 'someone reporting a task in Slack,' are you referring to creating a new work item directly from Slack? If so, you can utilize the 'Issue created/updated' trigger in Jira automation. The same principle applies when someone reviews a task in Slack.

Both actions will be captured by Jira, allowing the 'issues created/updated' trigger to function effectively. To distinguish between issues created via Slack and those created directly in Jira, you can incorporate a specific keyword in the description, summary, or another field as part of the rule.

Please check the below rule:

The trigger is set to activate when the summary value changes upon issue creation or editing (since the summary field is mandatory for creating an issue, it serves as a reliable trigger). You can adapt this by choosing a different field for editing, such as a comment.

The rule checks if the summary contains a specific keyword, like '-xyz,' to differentiate issues created through Slack from those in Jira. If all issues from Slack are created within a single project, you can configure the rule for that project alone, eliminating the need for this condition.

As an action, you can set a transition. Additionally, you can use 'if-else' conditions to tailor the workflow: for instance, if the description contains 'xyz', transition to Status A; if the description contains 'xyz' and a comment includes 'abc'(for the second requirement), transition to Status B. This approach works for both issue created and edited


I hope this helps. But if I did not understand your requirement correctly, please correct me so I can assist you better.

Thanks