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Customerly + Jira Software Server Integrations

Syncing Customerly with Jira Software Server is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About Jira Software Server

Jira Software Server is a large-scale issue tracking application for teams of all sizes. It combines a fast, simple and intuitive interface with powerful features that support complex development challenges.

Jira Software Server Integrations
Connect Customerly + Jira Software Server in easier way

It's easy to connect Customerly + Jira Software Server without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Issue

    Triggers when you add an issue to a project of your selection.

  • New Project

    Triggers when a project is added.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Customerly & Jira Software Server Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Jira Software Server as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Jira Software Server.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Jira Software Server

  • Customerly ?
  • Customerly is a field service management spution which helps field workers and technicians to record & track their daily activity, customer information, and job records. This software also provides users with a mobile app for Android and iOS devices.

  • Jira Software Server?
  • Jira is an issue tracking application which offers a variety of different features to businesses. With Jira, businesses can create and customize their own bug-tracking system and manage their own tasks. It also provides users with a time-tracking top so they can keep track of their work hours and get paid accordingly.

  • Integration of Customerly and Jira Software Server
  • Integrating Customerly with Jira Software allows businesses to access their customer/client data through the Jira Software. Businesses can easily track the activities performed by their field technicians and generate accurate invoices based on their clients’ needs.

  • Benefits of Integration of Customerly and Jira Software Server
  • Saves time in data entry – both Customerly and Jira Software Server can be integrated with each other. With this integration, businesses don’t have to re-enter their customer information on multiple platforms. They can simply transfer their existing customer data from Customerly to Jira Software Server. Saves money – as mentioned above, businesses can save money by integrating these two platforms since they don’t have to pay extra fees to hire additional employees to enter data manually or pay freelancers for data entry. Increased revenue – when companies integrate these two platforms, they will be able to quickly generate accurate invoices and send them to their customers. If the invoices are sent directly to customers, businesses will be able to generate more revenue. Easy data retrieval – with the integration of these two platforms, it will be easier for businesses to retrieve data from one platform to another. For instance, if a business wants to access their customer data in Jira Software Server, all they need to do is click on the link on Customerly. Quicker reporting – with the integration of these two platforms, businesses can generate faster reports on various projects and activities. For instance, if a company wants to generate a report of all their technicians who are currently working in Winnipeg, they can easily generate this report by using the integration of these two platforms. Easy data sharing – with the integration of these two platforms, businesses can easily share important information with other people. For instance, if a company wants to share their client list with their new employees, they can easily share this information by using the integration of these two platforms.

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.