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Pull information from Salesforce, Xero, or other REST APIs with Elements Connect Cloud

πŸš€ Populate Jira Service Management issues with data from Salesforce, Xero, Microsoft Graph API and many more Cloud tools with the help of Elements Connect.

Pull data from Salesforce, Xero, Google, Microsoft with Elements Connect.gif

 

πŸŽ‰ Elements Connect Cloud has just added compatibility for even more REST APIs!

You can now pull data from datasources like

  • Salesforce

  • Xero

  • Google Cloud

  • ClickUp

  • Zendesk

  • Quickbooks

  • Lever

  • Miro

and many more!

As a reminder, Elements Connect lets you fetch data from REST APIs using the following authentication modes:

  • No auth 

  • Basic auth

  • API Key, either set through a URL param or a HTTP header

  • OAuth2 (client credentials or authorization code πŸ†•)

(You can also query SQL databases πŸ˜‰)

πŸ“– Details on the documentation

Here are a couple ideas for how you can leverage your external data:

Salesforce
Elements Connect can auto-populate drop down fields with options coming straight from your Salesforce CRM. Help your support team prioritize requests based on customer data that can be related to the account, the assets… or any Salesforce object. 

🧰 Follow the tutorial to set up a connected app in Salesforce and then fetch accounts and opportunities for JSM requests.

Xero

Integrate Jira and Xero by pulling data into connected fields. With the sophisticated dependency options of Elements Connect, you automatically fetch the right data based on another connected item or the user. Hide the data from the reporter so only your agents see Xero data.

ClickUp

Pull the information you need from the no-code relational database you created with ClickUp and streamline your workflow between ClickUp and Jira.

Lever

Simplify employee onboarding requests by fetching new hire details directly from your applicant tracking system. No more copying and pasting for hiring managers!

 

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