Automation: Tasks within an epic with Monday integration

[Martina Olivetti Auladell]

I have done a Jira-Monday integration, so that when a task is created in a Monday board, the same task is created in Jira. However, I'm trying to link new tasks to existing epics (or even new ones) and I can't figure out how.

What I want to do is, when a task is created in monday inside a Group, that Group should be the epic in Jira and the tasks created should be the tasks inside the epic.

So for this example, the epic should be "New Group" and the tasks inside that epic should be "Example 1" and "Example 2"

I want to do this in a way where it doesn't matter the name given to the group or the task.

[Dick]

Hi Martina,

Your problem description would suggest a two step automation:

• Finding the epic (or making it with the correct group name if necessary, then "find it").
• Finding the Monday tasks under consideration (or make it if necessary).

Note that after epic finding, you can use the For Stories (or other issues in Epic) branch constructor available in Automation to "loop over" the issues already inside your Jira epic. It allows for comparison of a consecutive Monday Task name with the set of names available in the epic. 

The above should be carried out for each of the Monday tasks separately.

[Martina Olivetti Auladell]

Hi,

Thank you for your answer, but I don't really understand which trigger to use in order to create an epic when a group is created on monday. 

[andrew_banaszak]

@Martina Olivetti Auladell did you ever figure out a solution to this? I would also like to do something similar - once a new item is moved to a specific triage group in a monday board, have it create a task in Jira that is automatically assigned to a pre-existing Epic. The creation of the task is simple enough, but I cannot figure out how to assign the epic

I've tried passing a generic / defaulted link of an existing epic to each of the Parent Key, Epic Link and Epic Name fields in Jira, but nothing seems to work. Those fields are all blank on creation of the task.

It does seem the compatibility from Monday.com to Jira is much more limited in what information can be passed. 

[Dick]

Hi @Martina Olivetti Auladell 

In your question you describe that you can integrate Monday with Jira to have an issue successfully  "transferred". You should look at the features of the original Monday issue-object to somehow distill the correct Monday group name that it resides under. This group name should then be transferred to:

1) Do a lookup to find the epic in Jia or create the Epic in Jira if it doesn't exists.

2) Create the issue under the epic using the residual data 

So the trigger was already known to you: it would be initiated by Monday when an issue is made. 

Kind regards,

Dick