How To Create Jira Ticket From Email? [Easy Step-By-Step Guide]

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Last Updated: April 2024

Learn to effortlessly create Jira tickets straight from your email inbox with the simple guide. Automate ticket creation from Outlook or any email platform, streamlining your workflow.
Master Jira’s email integration for swift issue creation, enhancing productivity seamlessly.

Benefits Of Email Ticket Automation

Here are 3 benefits of email ticket automation that will help you decide whether to implement this automation or not.

Reduces Human Error

Email ticket automation collects relevant data from emails and stores it in appropriate ticket fields. This reduces the chance of wrong data entry which might occur if performed by a human. 

Saves Time

Manually entering data through emails can consume a lot of your agents’ time. Automation allows you to save time by automatically inserting the data in the right field. This allows your agents to work on more important tasks. 

No Issue Is Left Unresolved 

Automation will ensure that all the customer emails are read and the complaint is stored. No email will be left unattended which helps you scale customer experience. 

Create Jira Tickets From Email

Configuring A Custom Mail Field

You can integrate any email server to Jira, all you need is a POP or IMAP mail server that can be accessed by Jira. To set up the email field follow these steps:

    • Step 1: Access > System.
    • Step 2: Navigate to Mail > Incoming Mail.
    • Step 3: Proceed by selecting Add incoming mail server.
    • Step 4: Provide a suitable name and description for your mail server, and then click Add.
    • Step 5: Enter the required details for the protocol, including hostname, port number, timeout, username, and password.
    • Step 6: Confirm the configuration by clicking Add.

These steps will allow you to automate the ticket creation through custom emails. 

Creating Email Tickets From Microsoft Mail With OAuth 2.0 Integration

If you use Microsoft Exchange Online as your mail server, then you need to integrate OAuth 2.0 into Jira to automate ticket creation. Now follow these steps

    • Step 1: Open your Jira account and click on Settings>System. 
    • Step 2: Now click on Mail>Incoming Mail. 
    • Step 3: Click on Add incoming mail server and choose Microsoft as the service provider. 
    • Step 4: Then click on Add and enter your Microsoft sign-in credentials. 

Generate Email Tickets via GMail with OAuth 2.0 Integration

If Gmail is your mail server, incorporating OAuth 2.0 into Jira becomes essential for automating ticket creation. Proceed with the following steps:

    • Step 1: Go to settings > System.
    • Step 2: Navigate to Mail > Incoming Mail.
    • Step 3: Click Add incoming mail server. Name your mail server and add a description.
    • Step 4: Opt to Sign in with Google. Enter your Gmail login details to connect to your Gmail mail server.
    • Step 5: Confirm the permissions required for “Read, compose, and send emails from your Gmail account”.
    • Step 6: Finally, select Continue to finalize the sign-in process with your Gmail mail server.

Drawbacks Of Jira

Complicated Automation

The automation provided by Jira is a bit complicated and hard to find. This can hamper your business operation and make it hard for your agents to perform day-to-day activities. Your agents have to manually perform the tasks which can consume most of your time. 

Limited Automation

Not only complicated automation, but it also lacks in some of the common workflow automation like document automation, calendar automation, and more. 

Not A User-Friendly Interface

The user interface of Jira is also complicated and requires you to have a bit of technical knowledge. It can be a bit hard to locate different features in Jira which can hamper your business operations. 

That concludes our discussion on the process of generating a Jira ticket directly from an email Let’s embark on a journey to elevate our customer support experience with Saufter.

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Key features

    • Workflow automation: Saufter allows you to automate day-to-day activities like ticket assigning, email-to-ticket creation, deleting duplicate tickets, and so on. It even allows you to create unlimited tickets. 
    • Customer support: Saufter comes with an AI chatbot that allows you to provide swift customer support to your customers. It can attend to your customers in real-time and solve their queries using the knowledge base articles. 
    • Call service: Not only chatbot, but Saufter also provides different types of call services like after-hour call service, dedicated call center, overflow call service, and many more. All the agents are well-trained and ensure that no call is left unattended. 
    • Social media automation: The bot collects good reviews from platforms like Facebook, Google, Trustpilot, Yelp!, etc., and posts them on your socials.

 

Conclusion

Creating Jira tickets from emails is now a breeze with these simple steps. Streamline your workflow and boost productivity effortlessly. Start turning emails into actionable tasks today.

However, if you are looking for software that provides easy automation, then you should try Saufter. It has a user-friendly interface that allows you to automate your day-to-day tasks. It even comes with a chatbot that can automate your customer support. 

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