Integrate Ziflow online proofing workflows into Jira Cloud to automatically create to-do items and update Jira tasks based on new proofs, comments, and decisions to keep your team in sync.
Available on: Pro Enterprise
Before setting up the integration between Ziflow and any third-party tool, you must connect Ziflow with the external application.
Ziflow recommends that your organization use one administrator account to connect integrations in order to maintain stable integrations, prevent disconnects, and keep your flows working consistently.
- Log into Ziflow. From the main navigation pane, select the Connect tab.
- Select Applications to open the applications list. Find the Jira application and select Connect.
- In the Authorize app dialog box, review the information and select Accept. Once you authenticate in Jira and authorize Ziflow to connect with Jira, you can set up automated actions between Ziflow and Jira.
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Select the Jira tile again, choose the Settings tab, and select Show next to the Application fields on a proof to enable Jira fields at the proof level.
Set up Jira automated flows
Once Ziflow and Jira are connected, you can set up automated flows to send information to Jira.
Before you begin, connect your Ziflow app. See Connect your Ziflow app.
Choose Connect and select Create Flow in the upper-right corner of the window.
Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
- Add a Jira Zibot action to continue.
Jira Zibot actions
After Choosing a Ziflow event, choose a Jira Zibot action that will pass the information from the Ziflow event directly to Jira. Once your actions are set up, Ziflow will send or update data in your designated Jira account.
Jira integration glossary
| Term | Definition |
|---|---|
| Workspace | A Jira site or instance |
| Project | The name of the project (example, Design). |
| Project Key | Short uppercase identifier for a project (example, DES). |
| Issue Key | Unique ID of an issue: PROJECT-Number (example, DES-417). |
| Issue Type | The category of work an issue represents (Task, Bug, Story, Epic). It must match the allowed types for the selected project. |
| Subtask | An issue that belongs to a parent issue. It cannot exist independently, Ziflow requires a parent issue. |
| Parent Issue | The main issue a subtask belongs to. |
| Transition | Workflow action that moves an issue from one status to another. Required for changing issue states; not the same as status. |
| Status |
The current state of an issue (example, To Do, In Progress, Done). Status cannot be set directly, it uses a transition. |
| Transition ID | Jira-assigned internal ID for a workflow transition. You can find Transition IDs if you use API calls. |
Search Jira Project
Use to search for Jira projects with their project key or name.
| Field | Description |
| Workspace | Choose the Jira workspace |
| Project key or name | Choose the project key or name |
Search Jira Issue by name
Use to search for Jira issues with their key or name.
| Field | Description |
| Workspace | Choose the Jira workspace |
| Project | Choose to select a project from the workspace or enter a Project ID directly or using the Search Jira project Zibot. |
Create Jira Issue
Use to add a new issue inside a workspace and project. The issue title and description can be filled in using our built-in token selector.
| Field | Description |
| Workspace | Choose the Jira workspace |
| Project | Choose to select a project from the workspace or enter a Project ID directly or use data from the Search Jira project Zibot. |
| Issue type | Choose to select from a list of project issues or enter an issue ID or use data from the Search Jira issue by name Zibot. |
| Issue title | Enter a name for the issue |
| Issue description | Enter the text or data you would like added to the Jira description. |
Create Jira Subtask
Use to add a new subtask to a Jira issue.
| Field | Description |
| Workspace | Choose the Jira workspace |
| Project | Choose to select a project from the workspace or enter a Project ID directly or use data from the Search Jira project Zibot. |
| Subtask type | Choose to select a subtask type from the project or enter a subtask ID directly or use data from a previous Zibot. |
| Parent issue key | Enter the issue key of the Parent issue (usually from a previous Zibot). |
| Subtask title | Enter a name for the subtask |
| Subtask description | Enter the text or data you would like added to the subtask description. |
Transition a Jira Issue
Use to help with transitioning Jira Issue from one issue type to another.
| Field | Description |
| Workspace | Choose the Jira workspace |
| Transition source |
Select transition from Jira configuration: If you are a Jira admin, choose this option Select from specific project issue: Select to choose a transition from a project. You do not need to be a system admin for this option. Provide transition ID: Enter a transition ID |
| Depending on your transition source, you will see different options: | |
| Select project | Choose a project from the list |
| Select issue type | Choose an issue type |
| Example issue key |
Enter an example issue key from any Jira ticket that exists in the specified project. |
| Select transition | Select the status you want the Jira issue to transition to. |
| Transition ID | Enter the transition ID |
| Issue key | Select the issue key. This may come from a previous Zibot. |
Add comment to Jira Issue
Use to add information to the comment area of a selected Jira issue.
| Field | Description |
| Workspace | Choose the Jira workspace |
| Issue key | Select the issue key. This may come from a previous Zibot. |
| Comment | Enter the information you want added to the comment. |
Connect Ziflow proofs with Jira issues
Once you've connected Jira to Ziflow, you can manually link proofs with the Jira issues from the Integrations tab while creating proofs or editing proof details.
If you do not see Jira in the Integrations tab, enable it in the application settings. Go to the Connect tab, select the Jira application, choose the Settings tab, and select Show next to the Application fields on a proof to enable Jira fields at the proof level.
To connect proofs manually with Jira issues during the proof configuration, open an integrations tab and select the Jira issue details (workspace, project, and issue).
To set up a flow to create a Jira issue when you create a new proof, see Jira flow examples.
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