Automation

Overview

HubSpot for Jira now supports automation between Jira and HubSpot, with three action rules available:

• Create New HubSpot Object

• Find HubSpot Object and Link

• Link or Create and Link HubSpot Object

With the current version of HubSpot for Jira automation, the app only supports automation triggers from Jira to HubSpot, with HubSpot to Jira triggers being released at a later stage.

To set up the HubSpot for Jira Automation, please follow the following steps:

How to create an automation action rule in HubSpot for Jira

Step 1 - Access HubSpot for Jira Automation
Navigate to your “HubSpot for Jira Configuration” which can be found under “Manage Your Apps“, and click on “Go to Automations“

Step 2 - Creating an action
Click on “Create New Action Rule“ to open the automation action configurator where you will be prompted to:

• Give your automation a name

• Select an action

• Select Jira Project

Step 3 - Configure objects and properties
First, define which HubSpot Object/s should be used in the action rule. Once the object/s has been selected, configure and map the HubSpot object properties with the desired Jira fields.

Important:
To find/link a HubSpot object based on a selected Jira field, the Jira field must be mapped to the correct HubSpot object properties (identifier). The HubSpot object properties that are being used as identifiers are as follows:
Contact = Email
Company = Company Name
Deal = Deal Name
Ticket = Ticket Name

Step 4 - Save the action rule
Save the action rule, once all of the previous steps have been completed as this will result in a pop-up window that will provide authorization value which will have to be copied for later use.

Important: Do not close the pop-up window without copying your authorization value, as this is a unique code that cannot be stored for security purposes. Losing it will result in having to regenerate a new one.

How to use your action rule in Jira automations

Step 1 - Creating a Jira automation rule

From within your Jira Project click on the Settings button and navigate to System under Jira Settings.Navigate to Global Automation and click “Create Rule“.

Step 2 - Setting up your automation trigger
Select the trigger for the automation. Ensure that the trigger is an Issue Trigger. The automation rule will execute every time the selected trigger event occurs.

Step 3 - Setting up the action
Select “Send web request“ as the action and complete the form:

Complete the form with the following information:

1. Web request URL - https://embed-j-hubspot.resolution-cloud.com/api/automation/hubspot-for-jira

2. Web request body: Issue data - Automation format

3. Under Headers add the key "authorization" and add the token with the structure Bearer xxxx from the Automation Configuration Screen. The token should be kept confidential.

4. Click Next.

Step 4 - Turn on the Jira automation rule
Select "Turn on rule" and complete the required fields, followed by click "Turn on rule" below the completed fields.

Step 5 - Complete the automation setup
Navigate back to the HubSpot for Jira Automation screen where the HubSpot for Jira action rule was created before.
Activate the rule by clicking the “Action“ menu next to the created rule and then “Activate“.

The action rule can be activated or paused at any time in the rule overview without having to modify the Jira Automation setup.