Introduction

Managing projects and issues without proper workflow automation can be tedious and error-prone. Jira provides powerful workflow customization out of the box, but integrating it with a tool like Make.com takes it to the next level. According to Atlassian, “In Jira, the path your issues take from creation to completion is called workflow. Each workflow is composed of a set of statuses and transitions that your issues move through” (Introduction to Jira Workflows). With manual workflows, teams waste countless hours on repetitive administrative tasks like creating issues, assigning them, updating statuses across multiple systems, requesting approvals, and more. These manual processes often lead to inconsistencies, delays, and frustration. The solution? Automating workflows with an integration platform like Make.com.

Automate Issue Creation

One powerful way to automate your Jira workflow is by automatically creating new issues from triggers in other apps and services. For example, you can set up integration scenarios in Make.com that generate new Jira tickets whenever a Google Form is submitted or an email is received to a specific address. According to Atlassian’s documentation, Make.com’s Jira automation rules allow you to completely customize the criteria that trigger new issue creation as well as define field values and other details about the tickets that get generated.

This eliminates the need for any manual data entry or creation of issues in Jira. As soon as the triggering action occurs in the integrated app, a corresponding Jira issue is spawned automatically with no human intervention required. Whether it’s a customer support request from Zendesk, a bug report from GitHub, or a project request from a Google Form, Make.com can instantly turn it into a Jira issue for your team to work on. Removing manual ticket creation saves time, ensures nothing gets missed, and allows your team to focus on higher-value work.

Assign Issues Automatically

One powerful way to optimize Jira workflows is to automatically assign issues based on triggers from other apps and services. For example, you could set up a Make.com scenario to monitor a specific email inbox. Anytime a new email comes in meeting certain criteria (like containing certain keywords), a linked Jira ticket could be created and assigned to the appropriate person or team.

You can configure the automatic assignment rules based on issue type, component, custom fields, or other attributes. As soon as the triggering event occurs (like a new form submission or email), Make will automatically create and route the Jira issue without any manual intervention. This ensures a smooth handoff of work and consistent assignment every time.

According to Atlassian, “You can create a Jira automation rule by using an if/else condition, which automatically assigns issues to groups of users based on their issue types.” (Source)

Auto-assignment through Make.com integration eliminates bottlenecks, reduces human errors, and helps your team collaborate more efficiently in Jira.

Sync Data Across Platforms

Make.com enables bi-directional syncing of data between Jira and hundreds of other apps. You can keep information in sync across your CRM, marketing automation tools, customer support platforms, and more. For instance, when a high-priority support ticket comes in, Make could automatically update the status of related Jira issues and notify key stakeholders via Slack or email. Keeping data consistent across systems saves time and reduces errors.

With Make.com’s integration capabilities, you can synchronize Jira with platforms like Salesforce, HubSpot, Zendesk, and Intercom to streamline workflows. When a contact record is updated in your CRM, Make can automatically update linked issues in Jira. Or when a new customer support ticket comes in, Make can create a corresponding issue in Jira and assign it to the right team.

According to Atlassian, bidirectional synchronization allows you to “Control information flow by choosing issues and their attributes for syncing” (source). This keeps Jira perfectly in sync with the rest of your stack so you always have up-to-date data across systems.

Customize Jira Functionality with Make.com

Jira is highly customizable out of the box, but Make.com opens up even more possibilities to tailor it to your team’s unique needs. With Make’s library of pre-built integrations and tools, you can extend Jira’s native functionality and build custom automated workflows.

For example, you can use Make.com to integrate Jira with hundreds of other apps like Slack, Google Sheets, GitHub, and more. This allows you to set up workflows to extend Jira’s capabilities, such as:

• Automating reporting by exporting Jira data to Google Sheets
• Streamlining sprint planning by creating issues based on data from project management tools
• Triggering actions in other apps based on Jira events using Make.com webhooks

With the power of Make.com integrations, the options for customizing and enhancing your Jira workflows are nearly limitless. You can tailor Jira to meet your team’s unique needs and build automated processes to fit your existing workflows.

As Atlassian notes, “Jira comes with everything you need to plan, track, and release great software. And it’s endlessly customizable, so you can build out your perfect workflow.” Integrating with Make.com takes that customizability even further.

(Source: https://www.atlassian.com/software/jira)

Simplify Approval Processes

Make.com can help you build smoother, more automated approval workflows within Jira. For example, you could create a Make scenario that automatically requests manager approval via email or Slack when an issue is moved to a certain status, like “In Review”. If approved, the issue could be automatically transitioned to the next workflow state. If rejected, the issue could be reassigned back to the original owner with comments. More efficient approvals mean faster issue resolution and less manual coordination.

As Atlassian notes, “If you use Jira Service Management for customer support, you can automate plenty of workflows and responses using JSM’s built-in automation.” https://www.atlassian.com/blog/add-ons/workflow-automation

With Make.com, you can take workflow automation even further by setting up triggers that automatically request approvals and advance issues through your predefined workflow states. This simplifies and speeds up cross-team collaboration in Jira.

Integrate DevOps Tools

For software teams practicing DevOps, integrating Jira with key tools like GitHub, Jenkins, or CircleCI is crucial. Make.com makes it easy to set up potent automated workflows involving your development tools.

Connect Jira and GitHub to enable better traceability and collaboration across your code and issues. When developers commit code to GitHub, you can automatically create linked issues in Jira. Updates to GitHub pull requests can also sync back to associated Jira tickets. This improves visibility into code changes for the whole team.

Linking Jira with Jenkins or CircleCI also unlocks powerful workflows. You can configure scenarios in Make.com to update Jira ticket statuses based on build statuses from your CI/CD pipelines. Passing pipeline runs can transition issues to “QA Ready” while failures may revert issues back to “In Progress.” Comments can also flow between Jira and your CI tools to streamline communication.

Automatically connecting Jira to your DevOps toolchain via Make.com integration enables better traceability and collaboration for the entire software team. You gain end-to-end visibility while eliminating manual work syncing across tools.

Automate Reporting

One powerful way Make.com can enhance your Jira workflow is by enabling advanced automated reporting capabilities. With just a few clicks, you can set up scenarios to export key Jira data and metrics into Google Sheets for custom reporting and analysis. According to Atlassian’s Jira community, you can “create reports form Jira data and have it delivered as a PDF file via email to selected recipients daily or weekly” (source).

Make.com makes the process even easier by letting you automatically export Jira data into a Google Sheet. You can choose which specific fields and data points to include, then schedule the export to run on any cadence you need – daily, weekly, monthly etc. With the data in Sheets, you can leverage all of its powerful reporting, charting and visualization capabilities to generate executive dashboards, track key metrics over time, spot trends and more. No more manual exports or static PDF reports – automate it with Make!

Streamline Sprint Planning

Sprint planning can be a tedious and time-consuming process. With Make.com’s integration capabilities, you can greatly streamline and automate parts of sprint planning in Jira. One powerful way is to automatically create new issues in Jira based on data from other tools.

For example, you could build a scenario in Make.com that scans your product roadmap or ideas backlog that lives in a tool like Aha! and automatically generates corresponding issues in Jira for upcoming sprints. Or if your team uses Confluence to maintain a sprint planning checklist, Make.com can monitor this and create Jira tickets for any unchecked items as you get closer to the sprint start date.

By automatically pulling data from other systems into Jira at just the right time, you remove all the manual work of transferring information between tools during planning. This allows your team to focus their time on the more strategic discussions around sprint goals and prioritization rather than getting bogged down in administrative work.

As this Atlassian article notes, automating parts of sprint planning can boost team productivity by over 20%. Make.com makes it easy to set up the automations you need to start your sprints faster and smoother.

Trigger Actions in Other Apps

Make.com enables you to set up webhooks to trigger actions in other apps based on events in Jira. For example, you could configure a webhook so that when a Jira issue is transitioned to “Done”, it automatically triggers a Zapier zap to add the issue details to a Google Sheet for reporting. Or when a new epic is created in Jira, you could trigger a Make scenario to create a new project in Asana and sync over relevant issue details.

The webhook payload from Jira provides rich metadata that can be parsed in Make to intelligently automate workflows. Make offers easy ways to extract the data you need from the webhook to trigger customized actions. For instance, you could check for specific issue labels or status category changes in the webhook payload before taking an action. The possibilities are endless when leveraging Jira webhooks in Make.

Here are some examples of actions you could trigger from Jira webhooks using Make:

• Create tasks in Todoist when issues are assigned
• Add new project tickets to Airtable for tracking
• Sync issue comments to a Slack channel
• Create GitHub issues for bugs logged in Jira
• Update a Google Sheet with issue progress based on status changes

Automating workflows across tools with Jira and Make webhooks helps streamline processes and keeps key data in sync. Make’s user-friendly interface makes it simple to build and configure webhooks exactly as you need them.

Streamline Marketing and Client Projects

Jira is an invaluable tool for marketing agencies and teams that manage many client projects. With its robust project management capabilities, Jira helps streamline processes around:

• Managing campaigns across multiple clients
• Collaborating with teammates and clients
• Tracking budgets and timelines
• Monitoring campaign performance

For example, you can create a separate Jira project for each client. Within each project, use epics to represent major campaigns, stories to capture individual tasks, and issues to track bugs or requests. Custom fields allow you to record key details like budget, targets, and campaign status.

With this structured approach, Jira gives marketing teams a centralized hub to plan and execute client work efficiently. Features like workflows, reports, and dashboards provide visibility into performance and progress. Integrations with tools like Slack, Google Analytics, and Make.com add even more functionality.

As one marketing professional puts it: “Jira has become an invaluable part of our client services process. The ability to collaborate with our clients within Jira helps keep everyone aligned and informed” (source).

So if you’re a marketing agency looking to optimize workflows, Jira integration with Make.com is a game-changer. You’ll complete client projects faster and deliver better results.

Supercharge Software Development with Jira and Make.com

For software teams practicing agile development, integrating Jira with Make.com enhances traceability and collaboration across the entire development lifecycle. Jira provides native tools for agile project management like scrum boards, sprint planning, and estimation. Make.com takes it a step further by connecting Jira to your other critical dev tools.

Set up automatic issue creation in Jira from pull requests in GitHub to maintain end-to-end traceability. Keep user stories and tasks in sync with code changes taking place in version control. Make.com can also connect Jira to CI/CD tools like Jenkins or CircleCI. Automatically update Jira ticket statuses based on build outcomes to provide real-time visibility. With Make.com, you get advanced DevOps integrations between Jira and your developer toolkit for improved traceability.

For examples of companies using Jira for software development, see: Jira for Teams and Agile project management tools for software teams.

Conclusion

Integrating Jira with Make.com can provide tremendous benefits for teams looking to optimize workflows and boost productivity. Here’s a summary of the key benefits:

Automating repetitive tasks like issue creation saves time and reduces errors.

Syncing data across platforms ensures consistency and access to real-time information.

Customizing and extending Jira allows teams to optimize workflows for their unique needs.

Streamlining approvals means faster issue resolution with less manual coordination.

Integrating Jira with DevOps tools improves traceability, collaboration, and efficiency.

In summary, integrating Jira with Make.com supercharges workflows by eliminating manual efforts, keeping data in sync, tailoring functionality, smoothing approvals, and connecting key systems. The result is more productive teams and faster delivery of business value.

FAQ

Here are some common questions about integrating Jira with Make.com:

How do I set up the integration?

Setting up the integration is easy – just install the Make.com app from the Atlassian Marketplace into your Jira instance. Then connect your Make.com account and configure the triggers and actions you want. Make.com has step-by-step setup guides to walk you through it.

What kinds of automations can I build?

Some examples of popular automations include:

• Creating Jira issues from form submissions or emails
• Assigning issues automatically based on predefined rules
• Syncing data between Jira and other platforms like Slack or Salesforce
• Automating approvals when issues change status
• Importing issues into Jira from GitHub commits or builds

Is there a limit to how many automations I can create?

No, there is no limit on the number of automations or scenarios you can build with Make.com. You can automate as many workflows and processes as you need.

Can I still use Jira as normal?

Yes, Make.com simply enhances Jira’s existing functionality – it does not restrict or change how you use Jira in any way. You have full control over which automations you set up.

How can I learn more about the integration?

Check out the Make.com Jira integration page and Atlassian’s integration best practices for more details and guidance.

Contact Me for Expert Jira and Make.com Integrations

If you’re ready to unlock the power of Jira and Make.com for your team, I can help. As an automation and integration expert, I have extensive experience building custom workflows to optimize Jira, Make.com, and hundreds of other apps. My proven process delivers tailored solutions that streamline your operations and boost productivity.

Don’t leave the potential of Jira and Make.com integration on the table. Contact me today to discuss your needs and how I can help take your workflows to the next level. I offer complimentary consultations to assess your existing tech stack, pain points, and goals. Together, we’ll craft a strategic integration plan aligned to your objectives and budget.

You can learn more about my background and experience on my Upwork profile here: https://www.upwork.com/freelancers/justinadamski

Reach out now to get the conversation started:

• Email: [your email]
• Phone: [your phone number]

I look forward to helping you achieve new heights of productivity and efficiency with Jira and Make.com!