Sync New Issue from Jira to Case in Salesforce
Tags: integration, tutorial, jira, salesforce
Published: 2021-11-04 13:42:44

---
title: Sync New Issue from Jira to Case in Salesforce
published: true
date: 2021-11-03 10:09:53 UTC
tags: #integration, #tutorial, #jira, #salesforce
canonical_url: https://tech.forums.softwareag.com/t/sync-new-issue-from-jira-to-case-in-salesforce/245522
---

 **Summary:**

This article describes one business use case integration where ‘New Issue’ in **JIRA** is synced to ‘Case’ in **Salesforce CRM**.

**Prerequisites:**

- The user needs to have a working **JIRA** and **Salesforce CRM** account.

- Working **[webMethods.io](http://webMethods.io)** Integration cloud tenant.

**Contents:**

- When New Issue created in ‘ **Jira** ’, Search for matching Case in ‘ **Salesforce CRM** ’ by ‘ **Jira** ’ summary. If no matching case is found in ‘ **Salesforce CRM** ’, create New Case in ‘ **Salesforce CRM** ’. If matching case is found in ‘ **Salesforce CRM** ’, update a case in ‘ **Salesforce CRM** ’.

**Steps:**

1. Login to **[webMethods.io](http://webMethods.io)** Integration.

2. Create a workflow.

3. Click on the ‘Settings’ button.

4. Select the ‘ **JIRA** ’ trigger from the available list of triggers.

5. Provide the necessary details for the trigger. Choose ‘New Issue’ as value for ‘Select Trigger’, click on ‘+’ next to ‘Connect to JIRA’ and provide the necessary details for authorization, select a ‘Project Name’ and add an ‘Issue Type’. Click on ‘ **Save** ’.
Note: This trigger will be executed whenever a new issue with the same issue type is created in **JIRA**.
![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/1/5/15e8dbc708bb060c3956085da464ee1cfda9a455.png)
6. Click on the ‘ **Skip** ’ button, followed by ‘ **Done** ’.
7. Drag and drop ‘ **Salesforce CRM SOAP** ’ connector from app menu, then click on the ‘Settings’ button.
8. Select ‘ **Salesforce CRM** ’ version, click on ‘+’ to create Custom Action. Select Authentication type and create ‘ **Salesforce CRM** ’ account by clicking ‘+’ next to ‘Connect to Salesforce CRM’ by providing necessary details. Name the Custom Action and click on ‘ **Next** ’.
![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/b/5/b5b65b8690dc636f95c36218d6ae4b299d6c42c8.png)  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/e/6/e6a0a7ed8d5ae60181e736351a5003cc1c5e921b.png)
9. Select operation ‘ **query** ’, Business object ‘ **Case** ’ and fields. Then, click on ‘ **Next** ’ followed by ‘ **Done** ’.
![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/b/a/baa48e4b8c27400cf0e2a539f470fc3880545e02.png)  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/6/8/684de5b1d860eb279d0fc83c44678f173436d560.png)  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/6/7/674b7dd3949dc890c7f52e1c7e787e7ac9af206a.png)
10. After creating Custom Action, select created ‘ **Action** ’ and ‘ **Account** ’ then Click on ‘ **Next** ’.
![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/4/d/4d086e9a0d6c269da34976310e622193c6cbe711.png)
11. Search Jira summary in ‘ **Salesforce CRM** ’ by mapping as shown in below screenshot, then click ‘ **Next** ’ and ‘ **Done** ’.
![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/4/7/47e6fd58ccae256df30b12f9d23fcb3d631d3305.png)
12. Drag and drop ‘ **Switch** ’ under ‘Developer Tools’ from the app menu.
13. Drag and drop ‘ **Salesforce CRM SOAP** ’ provider and add two cases to the ‘ **Switch** ’ as shown in the [original article at the Software AG Tech Community](https://tech.forums.softwareag.com/t/sync-new-issue-from-jira-to-case-in-salesforce/245522).


14. Save the workflow.  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/a/d/addbc30aa98e3575e96a7ce85f3797ae69fb0270.png)

15. This workflow will execute whenever a ‘New Issue’ with the same ‘Issue Type’ (provided while configuring the JIRA trigger in step 5) is created in **JIRA**. Output can be seen in the actions output tab.
![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/4/4/44f85c5f92c0e38ac6b8a37ca23bbbcaea4acfa1.png)  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/9/0/906fb07bd332ae8bedcdae0084f49f63673b871c.png)  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/c/f/cff0ffd8661ce6182a41306aef8ecb85e60eeec9.png)  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/5/b/5b8d9ab4edfaef7d62e39d6e745f8b9be366633c.png)  
 ![image](https://aws1.discourse-cdn.com/techcommunity/original/3X/e/1/e15233c4432412fc5458bf0ba5da8ffa7a47067f.png)

[Read full topic](https://tech.forums.softwareag.com/t/sync-new-issue-from-jira-to-case-in-salesforce/245522)