Using Jira with ZoomMate and Zoom Virtual Agent

If enabled and integrated, users can use Jira within ZoomMate. This includes functions such as getting a summary of a Jira and creating, updating, and deleting a Jira. Additionally, admins can connect Jira to Zoom Virtual Agent via the Zoom web portal, enabling voice or chat agents to access supported tools. 

You can also use Jira within Chat. Learn more about configuring and using Jira within Chat.

Requirements for using Jira with ZoomMate and Zoom Virtual Agent 

ZoomMate requirements

Zoom Virtual Agent requirements

Table of Contents

How to use Jira within ZoomMate 

Windows | macOS | Linux
  1. Sign in to the Zoom desktop app.
  2. In the navigation bar, click the ZoomMate tab .
    Note: If you do not see the ZoomMate tab , click the More tab, then click ZoomMate .
  3. In the chatbox, you can:
    • Enter /Jira to show available prompts that you can use
    • Click the add icon . Click Connectors under Marketplace, then click the Jira checkbox.
  4. Enter or select your preferred action:
    • Create an issue
    • Update an issue
    • Delete an issue
    • Summarize a Jira issue
    • Search for issues
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click AI Companion.
    AI Companion will open in a new browser tab.
  4. In the chatbox, you can:
    • Enter /Jira to show available prompts that you can use
    • Click the add icon . Click Connectors under Marketplace, then click the Jira checkbox.
  5. Enter or select your preferred action:
    • Create an issue
    • Update an issue
    • Delete an issue
    • Summarize a Jira issue
    • Search for issues

Various actions that can be performed within the ZoomMate panel

 
ActionDescription
Search for issues

Users can search for Jira tickets regardless of whether they previously mentioned them in the ZoomMate conversation or not.

In the chatbox, enter any of these useful prompts:

  • Show me all Jira tickets about “x” topic
  • What Jira tickets are assigned to me?
  • What are my pending Jira work items this week?
  • Show me all my open Bugs
Create an issue

Users can create a Jira ticket directly from the ZoomMate panel.

In the chatbox, enter any of these useful prompts:

  • Create a Jira issue based from “x” topic from “y” meeting
  • Create a Jira issue based from “x” topic from “y” chat channel

Once a Jira issue is created, users can click the pencil icon to edit the Jira from a pop-up window.

Update an issue

Users can update the summary, reporter, assignee, and description of a Jira ticket previously mentioned in the ZoomMate conversation.

In the chatbox, enter any of these useful prompts:

  • Update Jira summary to “x”
  • Change assignee to …

The Jira ticket number must be added to the prompt if multiple or no Jira tickets were mentioned in the conversation.

Users can also click the pencil icon to edit the Jira project, issue type, summary, reporter, assignee, and description from a pop-up window.

Summarize a Jira issueUsers can get a summary of all Jira tickets mentioned in the ZoomMate conversation. The Jira ticket number must be added to the prompt if multiple or no Jira tickets were mentioned in the conversation.

In the chatbox, enter any of these useful prompts:

  • Show me all Jira tickets for “x” topic
  • Summarize the Jira ticket “xxxx”
Delete an issue

Users can delete a Jira ticket directly from the ZoomMate panel.

In the chatbox, enter any of these useful prompts:

  • Delete the Jira ticket for “x” topic
  • Delete Jira ticket “xxxx”

ZoomMate will show the Jira ticket you wish to delete. If multiple Jira tickets were mentioned for the same topic, users must specify the Jira ticket number they wish to delete. Once deletion is confirmed, this action cannot be undone with AI Companion.

How to use Jira in ZoomMate personal workflows

note icon
Authorizing the Jira app allows ZoomMate to access your Jira records for automated creation and management.
Windows | macOS | Linux
  1. Sign in to the Zoom desktop app.
  2. In the navigation bar, click the ZoomMate tab .
    Note: If you do not see the ZoomMate tab , click the More tab, then click ZoomMate .
  3. In the navigation menu, click Workflows, then click + Create.
  4. Click the Start with a node button or the Add icon in the upper-right corner, and enter Jira.
  5. Select from the available predefined nodes.
  6. When prompted, click Authenticate to log in to your Jira account.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click AI Companion.
    AI Companion will open in a new browser tab.
  4. In the navigation menu, click Workflows, then click + Create.
  5. Click the Start with a node button or the Add icon in the upper-right corner, then enter Jira.
  6. Select from the available predefined nodes.
  7. When prompted, click Authenticate to log in to your Jira account.

Nodes available for Jira in personal workflows

 
Node nameDescriptionFields that can be managed
Search For Issues Using JQL PostSearches Jira issues using enhanced JQL via POST request; supports eventual consistency and token-based pagination.
  • JQL Query
  • Max Results
  • Fields to Return
  • Expand
  • Fields By Keys
  • Issue Properties
Get IssueRetrieves a Jira issue with custom fields and expanded content by ID or key.
  • Issue Key
  • Fields
  • Fields By Keys
  • Expand
  • Properties
  • Update History
Create IssueCreates a new Jira issue (e.g., bug, task, story) in a specified project.
  • Project
  • Issue Type
  • Summary
  • Description
  • Assignee Name
  • Assignee
  • Labels
  • Due Date
  • Reporter
  • Components
  • Fix Versions
  • Affects Versions
  • Environment
  • Additional Properties (custom fields)
Transition IssueTransitions a Jira issue to a different workflow state, supporting transition name lookup and user assignment by email.
  • Issue Key or ID
  • Transition ID or Name
  • Comment
  • Assignee (Name)
  • Assignee (Account ID)
  • Due Date
  • Resolution
Add CommentAdds a comment to an existing Jira issue using Atlassian Document Format (ADF) rich text formatting.
  • Issue ID or Key
  • Comment
  • Visibility Type
  • Visibility Value
Get FieldsRetrieves Jira issue field metadata. Use before editing issues to discover custom field IDs and names.
  • Page ID
  • Max Results
  • Media Type Filter
  • Start Index
Edit IssueUpdates an existing Jira issue with field values and operations
  • Issue ID or Key
  • Summary
  • Description
  • Assignee
  • Labels
  • Priority (ID or Name)
  • Due Date
  • Notify Users
  • Return Updated Issue
  • Override Editable Flag
  • Override Screen Security
  • Fields (Raw Field Map)
  • Update (Raw Update Operations)
Get TransitionsRetrieves available workflow transitions for a Jira issue.
  • Issue Key or ID
  • Transition
  • Expand
  • Include Unavailable Transitions
  • Skip Remote-Only Condition
  • Sort by Ops Bar and Status
Find UsersSearches for Jira users by email or display name to find account IDs; essential for assigning issues, adding watchers, and other user-related operations.
  • Search Query
  • Account
  • Active Only
  • Max Results
  • Start At (Offset)

How to enable Zoom Virtual Agent Jira integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Product configuration.
  3. Click AI Studio, then Integrations.
  4. Under the Integrations section, search for Slack then click Connect.
  5. A new tab will open to begin the authentication process.
  6. When Jira requests access to your account, click Accept, then Confirm to complete the connection.
  7. Once authentication is successful, the integration will appear on your Integrations page.
  8. In the navigation menu, click AI Studio then Integrations.
    You will see the Jira application with a Connected status.

How to reconnect the Jira integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Product configuration.
  3. Click AI Studio, then Integrations.
  4. In the upper right corner, click the four horizontal lines.
  5. In the Status column of the disconnected integration, click Re-connect.
    You will be taken to the page where you can edit the integration details.
  6. (Optional) Edit the integration details.
  7. Click Save.
    A new tab will open to begin the authentication process.
  8. In the navigation menu, click AI Studio then Integrations.
    You will see the application with a Connected status.

How to use Jira integration with ZVA voice or chat agents

  1. In the navigation menu, click AI Studio then Tool Templates.
  2. Click the Marketplace tab.
  3. Expand Jira for Zoom to view the list of supported tools:
  4. Create a voice or chat agent and use the desired Jira tools accordingly.

Data security 

Communications between this Chat app and Zoom/Jira are encrypted:

How your data is used

This app has access to the following information on Jira: