Integrate Jira Service Management Data into Automated Tasks with Power Automate

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Jira Service Management data for visualizations, dashboards, and more. This article shows how to connect to Connect AI from Power Automate and integrate live Jira Service Management data into your workflows and tasks.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Jira Service Management, allowing you to easily integrate with live Jira Service Management data in Power Automate — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Jira Service Management, leveraging server-side processing to quickly return Jira Service Management data.

Configure Jira Service Management Connectivity for Power Automate

Connectivity to Jira Service Management from Power Automate is made possible through CData Connect AI. To work with Jira Service Management data from Power Automate, we start by creating and configuring a Jira Service Management connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Jira Service Management" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Jira Service Management.

   You can establish a connection to any Jira Service Desk Cloud account or Server instance.

   Connecting with a Cloud Account

   To connect to a Cloud account, you'll first need to retrieve an APIToken. To generate one, log in to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Supply the following to connect to data:

   • User: Set this to the username of the authenticating user.
   • APIToken: Set this to the API token found previously.

   Connecting with a Service Account

   To authenticate with a service account, supply the following connection properties:

   • User: Set this to the username of the authenticating user.
   • Password: Set this to the password of the authenticating user.
   • URL: Set this to the URL associated with your JIRA Service Desk endpoint. For example, https://yoursitename.atlassian.net.

   Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.

   Accessing Custom Fields

   By default, the connector only surfaces system fields. To access the custom fields for Issues, set IncludeCustomFields.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Jira Service Management 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.

With the connection configured and a PAT generated, you are ready to connect to Jira Service Management data from Power Automate.

Connecting to CData Connect AI

To use Connect AI to integrate Jira Service Management data into your Power Automate tasks, you need a new SQL Server connection:

1. Log in to Power Automate
2. Click Data -> Connections -> New connection
3. Select SQL Server 👁 Creating a new SQL Server Connection
   
4. In the connection wizard:
   
   
   • Choose to connect directly
   • Set SQL server name to tds.cdata.com,14333
   • Set SQL database name to the name of the Jira Service Management connection (e.g. JiraServiceDesk1)
   • Set Username to a Connect AI user (e.g. [email protected])
   • Set Password to the PAT for the above user
   • Click Create 👁 Connecting to Connect AI
     

Integrating Jira Service Management Data into Power Automate Tasks

With the connection to Connect AI configured, you are ready to integrate live Jira Service Management data into your Power Automate tasks.

1. Log in to Power Automate
2. Click My flows -> New flow and choose to create the flow from blank or template
3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect AI connection
4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc) 👁 Getting Jira Service Management "Rows"
   
5. Configure any actions to follow and test, then save the flow

SQL Access to Jira Service Management Data from Cloud Applications

Now you have a direct connection to live Jira Service Management data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Jira Service Management data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.

Related Power Automate Articles

This article explains how to use CData Connect AI with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

• Jira Service Management Data in Power Automate Desktop using CData Connect
• Jira Service Management Data in Power Automate Desktop via ODBC