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URL: https://www.cdata.com/kb/tech/jira-cloud-zapier.rst

⇱ Build Automated Jira-Connected Workflows in Zapier

Build Automated Jira-Connected Workflows in Zapier

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live Jira data and build automated workflows in Zapier.

Zapier is an online automation tool that connects your apps and services. When paired with CData Connect AI, you get access to live Jira data for your workflows. This article shows how to connect to Jira and build workflows with live Jira data in Zapier.

About Jira Data Integration

CData simplifies access and integration of live Jira data. Our customers leverage CData connectivity to:

  • Gain bi-directional access to their Jira objects like issues, projects, and workflows.
  • Use SQL stored procedures to perform functional actions like changing issues status, creating custom fields, download or uploading an attachment, modifying or retrieving time tracking settings, and more.
  • Authenticate securely using a variety of methods, including username and password, OAuth, personal access token, API token, Crowd or OKTA SSO, LDAP, and more.

Most users leverage CData solutions to integrate Jira data with their database or data warehouse, whether that's using CData Sync directly or relying on CData's compatibility with platforms like SSIS or Azure Data Factory. Others are looking to get analytics and reporting on live Jira data from preferred analytics tools like Tableau and Power BI.

Learn more about how customers are seamlessly connecting to their Jira data to solve business problems from our blog: Drivers in Focus: Collaboration Tools.


Getting Started


Connect to Jira from Zapier

To work with Jira in Zapier, we need to connect to Jira from Connect AI, provide user access to the connection, and create a Workspace for the Jira data.

Connect to Jira from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Jira" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Jira.

    To connect to JIRA, provide the User and Password. Additionally, provide the Url; for example, https://yoursitename.atlassian.net.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Jira Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Jira Endpoints for Zapier

After connecting to Jira, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Jira connection (e.g. JIRA1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Jira data from Zapier.

Connect to Jira Data in Zapier Workflows

To establish a connection from Zapier to CData Connect AI using the OData protocol, follow these steps.

  1. Log into Zapier.
  2. Click Create Zap.
  3. In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath. 👁 Creating a Webhooks by Zapier Zap.
  4. Under Event, select Retrieve Poll. 👁 Creating a Retrieve Poll event.
  5. Fill in the connection details:
    • URL: Enter the OData URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}).
    • Key: Enter "value.name."
    • Authentication details: Fill in the Basic Auth or Headers. The basic option requires a user (your Connect AI username, e.g. [email protected]) and password (the PAT you've previously created) separated by a pipe symbol: |. The headers option requires a request type header with encoded credentials.
    👁 Configuring the connection to Connect AI OData or Workspace URLs.
  6. Click Test. If the connection is set up properly, sample records will appear. 👁 Testing the connection.

Simplified Access to Jira Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Jira data from Zapier. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Zapier, refer to our Connect AI page.