The Jira integration with HappyFox Workflows lets you automatically create and update Jira issues, add comments and attachments, reassign issues, and retrieve issue details — triggered by ticket events or conditions in your workflow builder.
Triggers
The Jira integration does not provide triggers. Workflows that include Jira actions are started by a trigger from another connected app — such as HappyFox Help Desk, a webhook, or a smart rule.
Actions
- Create an Issue in Jira
- Update an Issue in Jira
- Update Assignee for an Issue in Jira
- Add Comment
- Add Attachments to an Issue
- Get Issue Details
Prerequisites
Plan
- Supported on all HappyFox Workflows plans.
- A Jira Cloud or self-hosted Jira account is required. Enable the Self Hosted? toggle during setup if you are connecting a self-hosted instance.
Permissions
- You must have administrator access to HappyFox Workflows to configure the integration.
- You must have access to the Jira developer console to create the OAuth app and retrieve credentials.
Use cases
- Bug escalation: When a HappyFox Help Desk ticket is categorised as a bug, automatically create a Jira issue in the engineering project with the ticket subject and description pre-filled.
- SLA breach tracking: When a ticket breaches its SLA, create a Jira issue and update the assignee so the right team member owns resolution in both systems.
- Cross-team handoff: When a support ticket requires a product change, create a Jira issue in the product backlog and add a comment with the ticket URL, so the development team has full context without manual data entry.
- Attachment forwarding: When a ticket with a customer-uploaded file is escalated, automatically add the attachment to the corresponding Jira issue so developers have direct access to the file.
- Incident enrichment: Use Get Issue Details to retrieve the current status of a linked Jira issue and include it in a follow-up message or ticket update, keeping the support team informed without leaving HappyFox Workflows.
Setting up the integration
- Login to your HappyFox Workflows account.
- Under the Apps section, go to the Jira section.
- Copy the callback URL displayed on this page.
- Now, log in to your Jira account
- Then switch to the Jira developer console by opening this link.
- Click on Resources-> Developer console
- Then, click Create->OAuth 2.0 Integration
- Name your app
- Enable the permissions under the permission tab for -Jira platform REST API, User identity API
- Now click on the Configure button next to Jira platform REST API, User identity API and add all their respective scope items.
In addition to the above, please ensure the following scope is also included
- Under the authorization tab, enter the callback URL copied from Happyfox Workflows- Jira app section
- Then, click on the Settings tab to copy the credentials of the new app
- Now enter the Client ID and Secret code copied from the new app in Happyfox Workflows- Jira app section
- Click Save
- The connection between your Jira and Workflows account will now be established and you will be able to see a message for successful integration.
Frequently asked questions
I saved the credentials but no Jira projects appear when I configure the Create an Issue action. Why? This usually means the required scopes were not enabled during Step 1. Return to the Jira developer console, confirm all scope items are enabled under both Jira platform REST API and User identity API, then return to Apps > Jira in HappyFox Workflows, click Reset, and repeat Step 2.
Can I update an issue that was created by a previous workflow action in the same run? Yes. Use the Get Issue Details action first to retrieve the issue key, then pass that value into the Update an Issue action using a merge field. This lets you chain issue creation and update within a single workflow.
Can I create issues in multiple Jira projects from a single workflow? Yes. Each Create an Issue action can target a different Jira project. Add multiple Create an Issue actions to the same workflow and configure each with the relevant project and issue type.
Your Jira integration is now active and Jira actions are available in the workflow builder. Next, build a workflow that creates a Jira issue when a HappyFox Help Desk ticket matches your escalation conditions.