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JIRA and Moxo

Integrating JIRA with Moxo enables seamless project management automation. Teams can track projects and tasks in JIRA while Moxo streamlines workflows, allowing users to create tickets, add comments, and update issue statuses directly from a workflow or workspace.


Setting Up JIRA in Moxo

Adding the JIRA Automation to a Flow Template or Instant Flow:

  1. Open the Flow Builder and navigate to the area where the automation will be added.
  2. Drag and drop Automations from the left-hand panel under Control, or click the + button between actions in the Flow and select Automation.



 

Adding the JIRA Automation to a Live Flow Workspace:

  1. Open the Flow Workspace, then click the '...' ellipses icon.
  2. Select + Add New Action from the dropdown menu.


     
  3. Scroll down and select Automations under Control.


     
  4. Identify the area in the Flow where the automation should be added, then click + Add Here.

 

Configuring the JIRA Automation

Step 1: App and Event Setup

  1. In the Automations pop up, choose JIRA Software Cloud as the app.




     
  2. Select an event from the available options:
    • Create an Issue
    • Add comment to an Issue
    • Update an Issue
    • Find a Jira Issue
    • Find an Issue (via JQL)
  3. Click Next to proceed. 

 

Step 2: Account Setup

  1. Under the account setup section, click Choose to select an existing JIRA account.

    • If you don’t have an existing account, click + Connect a new account to link your account.
  2. Once the account is successfully connected, click Next.

 

Step 3: Add Inputs

Depending on the selected event, fill in the required fields. Leverage DDR (Dynamic Data Reference) wherever applicable by clicking the “{.}” autofill icon to pull workspace and metadata from previous actions.

If you choose Create an Issue as the event:

  1. Select the JIRA Cloud instance where you want to perform actions, then click Next.



     
  2. Fill in the following fields:
    • Project: Select the JIRA project where the issue will be created and click Next.
    • Issue Type: Specify the issue type (e.g., task, bug).
    • Issue ID/Key: Enter the identifier.
    • Assignee: Assign the ticket to a team member.
    • Summary: Provide a brief description of the issue or task.
    • Description: (Optional) Add additional details.

  3. Once filled, click Next, review the configuration, and then Add Automation to save.

 

If you choose Add Comment to an Issue as the event:

  1. Select the appropriate JIRA Cloud, then click Next.
  2. Fill in the following input details:
    • Issue ID/Key: Enter the ID or key of the issue.
    • Comment: Enter the comment text. 

  3.  Once filled, click Next, review the configuration, and then Add Automation to save.

 

If you choose Update an Issue as the event:

  1. Select the appropriate JIRA Cloud, then click Next.
  2. Fill in the following input details: 
    • Issue ID/Key: Enter the ID or key of the issue.
    • Transition ID: Provide the transition ID to update the ticket status.



       
  3. Once filled, click Next, review the configuration, and then Add Automation to save.

 

If you choose Find a Jira Issue as the event:

  1. Select the appropriate JIRA Cloud, then click Next.
  2. Fill in the following input details: 
    • Summary: Give a detailed description of the issue you are searching for.
    • Issue Key: Enter the issue key.



       
  3. Once filled, click Next, review the configuration, and then Add Automation to save.

 

If you choose Find an Issue (Via JQL) as the event:

  1. Select the appropriate JIRA Cloud, then click Next.

  2. Fill in the Jira Query Language (JQL). 

     



     

  3. Once filled, click Next, review the configuration, and then Add Automation to save.

 

Editing an Automation

In a Flow Template or Live Flow Workspace:

  1. Hover over the automation you want to modify.
  2. Click the 'Edit' icon.


     
  3. Adjust the app, event, account type, or input fields as needed.
  4. Click Save Changes to apply your edits.

Automations can only be edited in saved Flow Templates or live Flow Workspaces if the automation is incomplete. Once completed, the automation cannot be reopened or modified.

 

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the “...” ellipsis icon next to the Flow Workspace name and select Automations & Events.

Here, you can view all upcoming and completed automations and events.
 

 

 

If an automation is set to run after a specific step, it will execute as soon as that step is completed, sending the corresponding event to the third-party platform.
 

To confirm this:

  1. Go to the Completed section within Automations & Events.
  2. Check for the status message. If successful, it will display "Automation Executed Successfully". If the automation fails, an error message will be shown.

 

 

Best Practices

  • Pre-configure accounts for a smoother setup process.
  • Regularly review automations to ensure alignment with project phases or user roles.