Guide

How to add a new activity in Pipedrive for new issues created in Jira

Relay.app is an automation tool that lets you automate actions across Pipedrive, Jira, and many other apps. Unlike other automation tools, Relay.app lets you add human approvals and decisions to any automated workflow. This step-by-step guide will show you how to use Relay's integrations to seamlessly connect your Jira issues to your Pipedrive activities.
Jira logoJira > Pipedrive
Trigger
Last triggered
Jira logoIssue created
Pipedrive logoAdd activity to person
1

Add a Jira "Issue created" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Issue created" under Jira. Then, select the Project. This trigger will automatically detect all new issues created in Jira and add a new activity in Pipedrive for each issue.

If this is your first time using a Jira integration in Relay, you'll be prompted to connect your Jira account.

2

Add a Pipedrive "Add activity to person" step

Click "Add step" and then select "Add activity to person" from the list of Pipedrive automations.

Connect Pipedrive to Relay if you haven't already, and then configure the action by filling out the fields in the dialog on the right. You can reference fields from Jira to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step! Once turned on, every new issue created in Jira will trigger the creation of a new activity in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. We recommend that you perform a test run of your playbook to ensure that all steps are configured properly.

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