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When: Field value changed

The trigger can be actioned anytime 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.

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Fields to monitor for changes: Customer

Change type: Any changes to the field value

For: Edit issue

Then: Send web request

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

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Web request: https://crumbs.newverve.scot/api/1/issueLink/{{issue.key}}

Headers:

• 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

And: Send web request

Use the Crumbs API to get the customer details.

Web request: https://crumbs.newverve.scot/api/1/customer/{{webResponse.body.customerIds.first}}

Headers:

• 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

And: Edit issue fields

Change an issue field to something based on the data from the Crumbs customer linked.

Choose fields to copy customer to e.g.

Request participant: {{webResponse.body.fields.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.0a647c60-2513-40c2-a61a-2683cf19c1dd}}.