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How to connect Jira and Zendesk Sell
Create a New Scenario to Connect Jira and Zendesk Sell
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or Zendesk Sell will be your first step. To do this, click "Choose an app," find Jira or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira node from the app selection panel on the right.
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Add the Zendesk Sell Node
Next, click the plus (+) icon on the Jira node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Jira and Zendesk Sell Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Jira and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Jira, Zendesk Sell, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Jira and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Jira and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Jira and Zendesk Sell
Zendesk Sell + Jira + Slack: When a deal is updated to a closed stage in Zendesk Sell, a new issue is created in Jira to initiate project delivery, and a notification is sent to a designated Slack channel.
Zendesk Sell + Google Sheets + Jira: When a new deal is created in Zendesk Sell, the deal details are added to a Google Sheet, and a Jira task is created to track follow-up actions for the sales team.
Jira and Zendesk Sell integration alternatives
About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.
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About Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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FAQ Jira and Zendesk Sell
How can I connect my Jira account to Zendesk Sell using Latenode?
To connect your Jira account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Jira tickets from new Zendesk Sell deals?
Yes, you can! Latenode allows seamless automation. Automatically create Jira tickets for new Zendesk Sell deals, ensuring immediate action on key sales events and streamlined team workflows.
What types of tasks can I perform by integrating Jira with Zendesk Sell?
Integrating Jira with Zendesk Sell allows you to perform various tasks, including:
- Automatically creating Jira issues when deals reach a certain stage in Zendesk Sell.
- Syncing Zendesk Sell contact information with Jira users for better collaboration.
- Updating Jira issues when corresponding deals are updated in Zendesk Sell.
- Generating reports that combine data from both Jira and Zendesk Sell.
- Triggering Zendesk Sell tasks based on changes to Jira issues.
How to handle errors when connecting Jira to Latenode?
Latenode provides detailed error logs and notifications. Use JavaScript code blocks for advanced error handling and custom retry logic within your workflows.
Are there any limitations to the Jira and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code blocks.
- Rate limits of Jira and Zendesk Sell APIs apply.
- Initial setup requires administrative access to both Jira and Zendesk Sell.
