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Salesforce and JIRA Integration using Declarative Webhooks
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Jul 17, 2025
With the power of Declarative Webhooks, you can build this integration using clicks, not code. Blog Post: https://www.infallibletechie.com/2025/07/salesforce-and-jira-integration-using-declarative-webhooks.html
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0:05
Hello everyone. In this video, we are
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going to see how to integrate Salesforce
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and Jira application using declarative
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web hooks.
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The declarative web hooks is an app
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exchange product which gives us a no
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code solution for all kinds of
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integrations.
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using that app exchange package we are
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going to see how to integrate between
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Salesforce and Jira the use case
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here is whenever a case record is
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created I wanted to create a Jira ticket
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and I'm going to achieve this using
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declarative web hbooks without any
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coding from my end as a system admin or
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as a Salesforce delegated admin I will
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be setting up the application creating
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records in Salesforce, it will
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automatically do the um
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Apex class generation and from the flow
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I will be invoking that Apex class which
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will do the call out to Jira to create
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the ticket.
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The first step for this uh integration
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is we have to install
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declarative web books from the app
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exchange. So I will share this blog post
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in the video description. From the blog
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post, you should be able to get the link
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to the app exchange. So when you click
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it, you should be able to click the get
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it now button and then you should be
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able to install it in your Salesforce
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sandbox or or in your production or.
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The next step is once it is installed,
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we have to open declarative web hook
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application. You will have declarative
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web hooks, home, callout templates,
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callout sequences and other tabs. In
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this video, we are going to see the call
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out templates.
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Once uh you are on the callout templates
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uh tab, you can click new or you can
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make use of import template. Whenever
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you use this import template, you should
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have the extract from the postman.
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Whenever we do integration, first we try
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it with some rest API client and then we
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will try it out. The very famous product
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is Postman. So I have tried the same uh
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uh API integration with the Jira from my
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uh Postman. So from the Postman you can
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ex click more and then you can click
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export and then you should be able to
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get the collection.
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Once you export, you should be able to
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import that exported file using the
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import template. Also, when you click
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new, you should be able to select import
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a postman export file and then uh you
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should be able to select the exported
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file.
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So the first step is we have to create
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the
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callout template. So this is the call
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out template which I created by
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exporting the file from the postman and
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then making use of it here. Once you ex
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import it or when you manually create
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it, you will have a note that this
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particular URL should be added in remote
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site settings. So you have to go to
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remote site
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settings in Salesforce setup and then
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you should add this particular URL.
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This is the request body
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here. Project ID is uh uh static
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summary and for uh
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description I'm making use of some
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dynamic values. These two are input
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parameters.
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When we import the file, it will
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automatically create the request body.
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By default, it will have the default
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value, but you should be able to edit it
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and then you will be able to use the
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input parameters.
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Once this is done, you can click test
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button on the callout template and then
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you should be able to test it.
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Since I am a system admin and uh I
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wanted to avoid the proc code solution
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of developing Apex classes, I can make
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use of generate flow classes. Once I
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click it, it will automatically create
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the Apex class and also their respective
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test classes for you when you when you
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wanted to deploy it from your sandbox or
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to your production or and then you
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should be able to invoke that apex class
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from your flow. So for that what I have
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done is I created a record trigger flow
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on the case object. So whenever a case
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record is created
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I have a async path.
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So it will do actions and related. So in
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the async path what I have done is 1
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minute after the creation of case. So
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when when the case is created after a
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minute this particular async will uh be
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executed. So here I'm invoking the apex
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class and the method which was
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autogenerated.
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When we click this generate flow classes
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so I'm invoking that apex class. In the
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input parameters I have to pass
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subject and description. These two are
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the input parameters. In order to pass
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that I created a formula
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with and description equal to here it
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will concatenate the case records
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description
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and and it will concatenate and subject
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equal to and then it concatenates the
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case records subject. So it will pass
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the case record description and also the
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case record subject here.
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Next in the record id passing the case
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ID. So if I create a case that
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particular case record id will be passed
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to this record id.
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So whenever a case record is created it
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will invoke
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this um apex class which in turn will do
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this post to this URL with this body.
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it will when when when we imported the
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file, it will automatically creates the
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header.
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Okay,
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let's uh test it.
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So as of now, if I go to my Jira, I
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don't have any open tickets.
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I'm going to
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clone this case so that it will create a
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case record.
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So I'm going to say demo version one
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testing version one. So when I if I
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click save here
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it will invoke this uh record flow and
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then it will invoke this apex class
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which will do the call out
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to create a G radicate. Let's test that.
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So I'm going to save it.
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We have to wait for a minute because as
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per the async in the flow
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this particular async path will be
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executed after a minute of case
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creation. If you wanted to verify you
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can go to
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time based automations under monitoring
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and then you should be able to see. So
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it is saying that
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16 16th July 2025 at 10:35 p.m. it will
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get executed. So let's search it again
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and see whether it is still there.
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Okay, it is still there. So we have to
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wait so that it gets executed.
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When this gets executed,
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it will invoke the apex class
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which will invoke uh this callout
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template to create a G radicate.
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As of now, I haven't
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developed a single piece of uh um single
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line of code uh in Apex. Everything was
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automated using
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declarative web hooks.
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Now let's again check it out.
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Okay. So I don't have any in my uh back
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end to get executed. So definitely it it
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should have created a ticket in Jira.
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Okay. So we are able to see that demo v1
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is the subject and testing case v1 is
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the description.
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So without any
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development
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of Apex code, I was able to seamlessly
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integrate Salesforce and Jira using
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declarative web hooks.
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Please check the video description. In
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the video description, I have given my
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blog post. From the blog post, you
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should be able to get all the steps
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which we discussed in this video with
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the screenshots also as for your
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reference
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and the sample formula which we used it
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to pass the input parameters
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and also I have shared the guide using
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which you should be able to further
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expand your use cases using declarative
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web hook. books.
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I hope it was helpful.
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Thank you for watching.
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