Configuring the JIRA Action

Back to Actions Integrations

Connect JIRA to create, view, update, and delete issues using pre-built templates. See JIRA for more information.

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Authorizations Supported

The XO Platform supports basic authentication for JIRA. See App Authorization Overview for details.

JIRA integration can only be authorized for Developer and Enterprise editions — not Trial. See JIRA documentation for account types.

Authorization Type	Basic OAuth
Pre-authorize the Integration	Yes
Allow Users to Authorize the Integration	Yes

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Step 1: Enable the JIRA Action

Prerequisites:

• Create a developer account in JIRA. See JIRA Help Center for details.
• Copy the Client ID, Client Secret Key, Authorization URL, and Callback URL.

Steps:

1. Go to App Settings > Integrations > Actions.
2. Select the JIRA action in the Available region.

Pre-authorize the Integration

System Authorization

1. Go to App Settings > Integrations > Actions and select JIRA.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Pre-authorize the Integration > OAuth.

   

4. Select the System card and click Authorize.

   

5. You are redirected to https://developer.atlassian.com/console/. Enter your credentials and click Allow Access.

Custom Authorization

1. Select Custom and click Select Authorization > Create New.

   

2. Select OAuth v2. See Setting Up Authorization Using OAuth v2.

3. Enter the OAuth v2 credentials:

   • Call back URL
   • Identity Provider Name
   • Client ID
   • Client Secret
   • Authorization URL
   • Token Request URL
   • Scope
   • Refresh Token URL
   

4. Click Save Auth, then select the new profile.

   

5. Click Authorize, enter credentials at https://developer.atlassian.com/console/, and click Allow Access.

6. Click Enable.

   

The JIRA action moves from Available to Configured after enabling.

Allow End User to Authorize

1. Go to App Settings > Integrations > Actions and select JIRA.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Allow Users to Authorize the Integration > OAuth.

   

System Authorization

1. Select the System card.

   

2. Click Enable. A link is sent to the end user to authorize.

3. The user clicks the link and enters credentials to authorize.

Custom Authorization

1. Select Custom and click Select Authorization > Create New, following the Custom Authorization steps above.

2. You can also select an existing profile:

   

3. Click Enable.

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Step 2: Install the Jira Action Templates

1. On the Integration Successful dialog, click Explore Templates.

   

2. Click Install to begin installation.

   

3. Once installed, click Go to Dialog. A dialog task for each template is auto-created.

   

4. Select the desired dialog task and click Proceed.

   

5. The dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.