Introduction

Connect Jira to Sana to search and manage issues. Track work, transition issues, assign issues, and stay on top of your team's progress with context from your connected apps. In summary, the connector has the following key characteristics:

Category: Project management
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List users

List spaces

Find issues

List comments

Create comments

Update comments

Manage boards

Manage sprints

List epics

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Jira. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Add comment to issue

Add watcher to issue

Assign issue

Check issues against jql

Count issues using jql

Create custom field options context

Create future sprint

Create version

Delete project

Get all projects

Get board

Get cloud id

Get current user

Get issue

Get issue picker suggestions

Get issue types

Get sprint

Get task

Get transitions

Get user

Get users

List board issues

List boards

List epic issues

List epics

List issue comments

List sprint issues

List sprints

Move issues to sprint

Search issues with jql

Search issues with jql post

Transition issue

Update comment

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
read:jira-work	Read Jira work data like spaces and issues
manage:jira-project	Create and configure projects, roles, and settings
read:jira-user	Read Jira user profiles and basic account details
write:jira-work	Create, edit, transition, and comment on issues
read:me	Read information about the currently authenticated user
offline_access	Refresh access tokens when the user is offline
read:issue-details:jira	Read detailed issue content, history, and comments
read:field:jira	Read field definitions, metadata, and field values
read:project:jira	Read project metadata, categories, and configurations
write:field.option:jira	Create and update options for custom select fields
read:custom-field-contextual-configuration:jira	Read context-specific custom field configs per project
read:jql:jira	Validate and inspect JQL queries and search metadata
manage:jira-webhook	Create, update, and delete Jira webhooks for events

Set up instructions

Prerequisites:

Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.

Step 1: Go to the integrations page in Sana

In Sana, click on ... More in the sidebar, then select Integrations

Step 2: Find Jira in the list of available integrations

Scroll to the Available integrations section and locate Jira.

Step 3: Connect the integration

Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.

Step 4: Sign in to Jira and approve the requested scopes

You'll be redirected to Jira to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 5: Complete the set up

You've successfully connected your Jira account. Click Continue to complete the setup and start using the connector.

Known limitations

Attachments: The connector cannot read or write attachments in Jira.
Managed Jira only: The connector only supports managed (cloud) Jira — self-hosted instances are not supported.
One app at a time: The connector supports a single connected Jira app, selected during set up.
Deletion: The connector cannot delete users, issues, or comments.
Custom objects and fields: Limited support for writing and updating custom objects and fields.