Workato is a powerful integration platform that enables businesses to connect their various applications and automate workflows. With its user-friendly interface and wide range of connectors, it offers a variety of use cases for organizations of all sizes and industries.
One potential use case for Workato using Salesforce and Jira is to create a workflow that automatically creates Jira issues based on specific criteria in Salesforce.
For example, let’s say you have a Salesforce object called “Opportunities,” and you want to automatically create a Jira issue whenever a new opportunity is created with a certain amount or stage.
First, you must create a trigger in Workato that detects when a new opportunity is created in Salesforce. You can then set up a series of conditions that check whether the opportunity meets the criteria you’re interested in (e.g., the amount is greater than $10,000, and the stage is “Closed Won”). Refer to the below screenshot:
If the opportunity meets those conditions, you can use a Workato action to create a new Jira issue. You can specify the issue type, summary, description, and any other relevant details you want to include. Refer to the below screenshot:
You can also use Workato to map data between Salesforce and Jira, so that information from the Salesforce opportunity is automatically transferred to the corresponding Jira issue. For example, you might want to include the opportunity name, account name, and contact information in the Jira issue.
By using Workato to automate this process, you can save time and reduce the risk of errors that can occur when manually creating Jira issues for new opportunities in Salesforce.
In our next blog, we will discuss more practical use cases of Workato.
Stay tuned to TTN blogs.