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Integration Guides
Getting Started - Jira

Getting Started - Jira

Follow these steps to connect your Jira and automate your tasks effortlessly.

Step 1: Select Jira from viaSocket’s Library of Apps

Find Jira :Use the search bar to locate Jira from the list of available apps.

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Select Jira: Click on Jira to begin the integration process.

 

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Step 2: Authenticate

Authentication Prompt: After selecting Jira, viaSocket will prompt you to authenticate your Jira account.

   

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Allow Access: You will be asked to choose from one of your Jira accounts. Select your desired account and Click on 'Allow Access' to proceed.  

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Log In to Jira : If you are not already logged in, you will be asked to log into your Jira account.

                       

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Map Data Fields, Test and Save

  • Ensure that data from the triggering app is correctly mapped to the fields in Jira. This might involve mapping email content to a lead’s details or form submissions to contact records.

  • Before finalizing, run a test to ensure everything is set up correctly. 

  • Once you are satisfied with the test results, save your step.

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