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Frequently Asked Questions about ConnectWise Manage + Jira Software Server integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Jira Software Server
How do I integrate ConnectWise Manage with Jira Software Server?
To integrate ConnectWise Manage with Jira Software Server, you can use our platform to set up automated workflows between the two applications. Begin by selecting triggers from ConnectWise Manage, such as a new ticket created or updated. Then, determine actions in Jira like creating or updating an issue. Our platform simplifies the integration process through a guided interface without requiring extensive programming knowledge.
What triggers and actions are available for integration between ConnectWise Manage and Jira?
In our integration platform, you can use triggers from ConnectWise Manage such as 'New Ticket', 'Ticket Updated', or 'New Contact'. For actions in Jira Software Server, you can choose to 'Create Issue', 'Update Issue', or 'Add Comment'. These triggers and actions help automate your workflow processes efficiently.
Can I automatically create a Jira issue when a new ticket is created in ConnectWise Manage?
Yes, using our platform you can set up a trigger so that every time a new ticket is created in ConnectWise Manage, an associated issue is automatically generated in Jira Software Server.
Is it possible to sync comments between ConnectWise tickets and Jira issues?
Currently, direct syncing of comments between ConnectWise tickets and Jira issues isn't supported natively through our setup. However, you might consider creating separate automations for adding notes as comments based on specific triggers or updates using custom workflows.
How do we handle updates from Jira affecting ConnectWise tickets?
Our platform allows you to trigger updates in ConnectWise Manage based on specific changes in Jira issues. For example, when an issue's status changes in Jira, this could update the corresponding ticket status in ConnectWise Manage via automated workflows.
Can I customize the information transferred between the two platforms during integration?
Yes, you have the flexibility to select which information gets transferred between your systems during each automation event. You can map fields from your triggers to actions ensuring only relevant data passes through according to your organizational needs.
What happens if there’s an error during automation setup between these two systems?
If there’s an error during automation setup or execution, our error management system will alert you immediately. We provide detailed logs and notifications that help troubleshoot issues effectively. You can also reach out to support if persistent problems occur.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try It- New, Updated or Both
- Service Board Filter
- Project Filter
Try It- New Territory
Triggers when a new territory is created.
Try It - First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Service Board Filter
Try It- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Try It- Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
- SummaryRequired
- Company
- RecordTypeRequired
- Priority