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  1. In Crumbs, create a customer and add information into a field.

  2. With Jira Automation, setup an automation to read the linked customer, lookup the customer and copy customer values to an issue.

  3. With Jira, link a customer to an issue.

Jira Automation Steps

Step

Component

Details

1

When: Field value changed

This is a trigger, and can be any moment in time you wish to copy the customer details over to the issue. Note that customers are linked after issue creation (which means that it must be triggered on issue update.

Fields to monitor for changes: Customer

Change type: Any changes to the field value

For: Edit issue

2

Then: Send web request

Use the Crumbs API to find the customerId of the customer linked.

Web request: https://crumbs-prod.newverveconsulting.com/api/1/customerissueLink/{{webResponse.body.customerIds.firstissue.key}}

Headers:

  • Name: Authorization

  • Value: Bearer <API token>

HTTP method: GET

Web request body: Empty

Wait for response:

  • Delay execution of subsequent rule actions until we've received a response for this web request

3

And: Send web request

Use the Crumbs API to get the the customer details.

Web request: https://crumbs-prod.newverveconsulting.com/api/1/customer/{{webResponse.body.customerIds.first}}

Headers:

  • Name: Authorization

  • Value: Bearer <API token>

HTTP method: GET

Web request body: Empty

Wait for response:

  • Delay execution of subsequent rule actions until we've received a response for this web request

4

And: Edit issue fields

Choose fields to copy customer to e.g.

Request participant: {{webResponse.body.fields.Country: mainContact}}

If you are copying a custom field, you will need to know the fieldId. You can find this with GET /field. e.g. if the fieldId is 0a647c60-2513-40c2-a61a-2683cf19c1dd, to access the field use the following smart value:

{{webResponse.body.fields.country0a647c60-2513-40c2-a61a-2683cf19c1dd}}.

Email main contact when customer is linked

...

  1. In Crumbs, create a customer with a main contact.

  2. In Jira Automation, setup an automation to read the linked customer, lookup a customer and email the main contact.

  3. With Jira, create an issue and link the customer.

Jira Automation Steps

Step

Component

Details

1

When: Field value changed

This is a trigger, and can be any moment in time you wish to copy the customer details over to the issue. Note that customers are linked after issue creation (which means that it must be triggered on issue update.

Fields to monitor for changes: Customer

Change type: Any changes to the field value

For: Edit issue

2

Then: Send web request

Use the Crumbs API to find the customerId of the customer linked.

Web request: https://crumbs-prod.newverveconsulting.com/api/1/customer/{{webResponse.body.customerIds.first}}

Header:

  • Name: Authorization

  • Value: Bearer <Crumbs API token>

HTTP method: GET

Web request body: Empty

Wait for response:

  • Delay execution of subsequent rule actions until we've received a response for this web request

3

And: Send web request

Use the Crumbs API to get the the customer details.

Web request: https://crumbs-prod.newverveconsulting.com/api/1/customer/{{webResponse.body.customerIds.first}}

Header:

  • Name: Authorization

  • Value: Bearer <Crumbs API token>

HTTP method: GET

Web request body: Empty

Wait for response:

  • Delay execution of subsequent rule actions until we've received a response for this web request

4

And: Send web request

Use the Jira API to convert the user accountId to an email address.

Web request: https://<site>.atlassian.net/rest/api/3/user?accountId={{webResponse.body.fields.mainContact}}

Header:

  • Name: Authorization

  • Value: Bearer <Jira API token>

HTTP method: GET

Web request body: Empty

Wait for response:

  • Delay execution of subsequent rule actions until we've received a response for this web request

5

And: Send email

To: {{webResponse.body.emailAddress}}

Fill in the desired email details.

...

  1. In Crumbs, create a customer.

  2. With Jira Automation, setup an automation to link a customer.

  3. With Jira, create a an issue.

Jira Automation Steps

Step

Component

Details

1

When: Issue is created

2

Then: Send web request

Use the Crumbs API to link a customer to the issue.

Web request: `https://crumbs-prod.newverveconsulting.com/api/1/issueLink/{{issue.key}}

Header:

  • Name: Authorization

  • Value: Bearer <Crumbs API token>

HTTP method: GET

Web request body: Custom Data

Custom data:

Code Block
{
    "customerId": "<customerId>"
}

Use GET /customer to get the customerId.