Automatically create a request in Jira Serviced Desk for...
- Requesting account or email address for new hire.
- Request accounts to be shut down for offboardings.
Below is a step-by-step guide on how to setup this up using triggers and Zapier.
If you haven't connected your account to Typelane, please refer to this guide.
Create a new request in Jira Service Desk
1. Create a trigger in your journey
Open the journey you'd like to add the trigger to and click New Step > Create trigger.
All triggers need a unique name to help Zapier distinguish it from the others.
Configure the Triggered on time you want the trigger to be sent to Zapier. This works exactly like setting the send time for a message where you select days before/after the first or last day.
Triggers are paused when created so you need to Set it live in order for the data to be sent to Zapier.
2. Create your Zap
Now that we have our trigger set up in our journey we need to head over to your Zapier dashboard to create a Zap.
3. Select your trigger
Zaps work by having a trigger and an action. Search for Typelane and select it as the triggering app.
Click continue and select your Typelane account.
Proceed to select the triggers you've created in your journey.
You'll be asked to test your trigger. This will fetch some test data from Typelane.
Click continue to set up your action.
3. Select an action
Now we need an action that creates the request in your Jira Service Desk.
Select the app Jira Service Desk and the event Create Request.
Choose which account, site and project the request should be added to.
You can use the data returned by Typelane to populate the subject and description of the request. This works similar to how our template tag works in the message editor.
Click Test & Continue to send the test data to your service desk.
Click Turn on Zap and you're all set! The next time you schedule the journey, a request will be automatically created and added to your service desk!