3 min read

Workato: A Recipe for Efficiency

By Morgan Folsom on May 19, 2020 9:15:00 AM

We'd like to feature one of our partners, Workato, and showcase just a few of the many reasons why we love working with them. Workato is a cloud-based automation and integration platform. We've told you about how we used Workato as an integral part of a full Enterprise Service Management (ESM) solution, and in this post, we cover how we leverage Workato at Praecipio Consulting to connect Jira and Salesforce. 

Our use case

Most of our use of Workato internally is in support of our Business Development and Account Management team. As an Atlassian Platinum and Enterprise Solution Partner, you might have guessed that we do a lot of work in the Atlassian suite. Between Jira and Confluence, we cover the vast majority of what we do as a business. However, there are some use cases internally that are better suited for other tools - specifically Salesforce. Even though we're using a variety of tools, Jira and Confluence remain our single source of truth, we need a platform that integrates Salesforce with Jira, and Workato helps accomplish this. We've got a wide variety of recipes to this end, but there are two I'd like to feature in this post. 

Lead management

One of the primary reasons that we see organizations trying to shift their work into the Atlassian suite (apart from all of the other reasons that Jira is great, of course) is cost, and we are no exception. We don't have Salesforce licensed for the entire company, as many non-Sales folks don't need to interact with it very often. We do use Salesforce for lead and opportunity management, though, and we all know that leads can come from anywhere in the company, not just Sales. 

With that in mind, we have Workato working behind the scenes so that any Jira user can create a lead in Jira, which is then immediately pushed to Salesforce. On top of that, we've got bi-directional sync set up so that when a lead that requires more effort comes into Salesforce, like a process demo or technical questionnaire, the issues are created and assigned out for the appropriate people to complete. This allows for both a more dynamic user experience (for example, I can create tickets in the tools I'm used to, and I don't have to bug someone on the sales team to create a lead for me in Salesforce) as well as better reporting since all of the information lives in one tool. 

Client contact information

Additionally, we also track all of our project management in Jira (seriously, we use it for just about everything). When we start a new project, we track it in Jira, but all of our client contact information is stored in the Salesforce. To solve the problem of syncing information in different tools, once we create an Epic for a client, Workato automatically pulls the contact information from Salesforce based on the customer selected. This way the project resources have access to everything that they need to hit the ground running, and we don't have to manually update information in multiple tools.

These are just a few examples of how we use Workato. Truly, the possibilities are endless. In a world where your daily work involves multiple tools, Workato makes the entire process move more smoothly so that your team can focus more on their actual work and spend less time working within the tools used to get it done. 

Want to learn more about this versatile, does-it-all tool? Check out Praecipio Consulting's solution in Workato's Automation Portal, or watch this Webinar that shows exactly why we love Workato.

Topics: jira automation salesforce workato
4 min read

Atlassian Releases Jira 5

By Praecipio Consulting on Feb 22, 2012 11:00:00 AM

So you’ve probably heard already – Atlassian released Jira 5 today, loaded with tons of new stuff. Here’s Atlassian’s press release, which gives a cumulative primer:

“SAN FRANCISCO & SYDNEY, February 22, 2012—Atlassian, the leading provider of collaboration software for product teams, today launched Jira 5, the latest release of its flagship product. Available through both an OnDemand and on-site offering, Jira 5 offers a social product development platform that connects people, applications and activity to accelerate the software development process. New social features such as mentions, sharing and live activity streams immediately bring users into real-time discussions.

Jira 5′s platform – including an expanded plugin API and improved REST APIs –allows third-party software vendors to easily integrate with Jira and create products that are seamlessly compatible with future Jira releases, saving companies time and money. More than 30 integration partners, including Box, Gliffy, New Relic, Zephyr, Zendesk, Salesforce.com, Tempo and GetSatisfaction are launching Jira 5 compatible third-party products. More than 100 commercial and free plugins are also available with today’s launch.

“Jira 5 continues to push the software development process forward, this time through new social capabilities that improve real-time communication and better connect developers, technical teams, business users and customers – basically everyone building software products together,” said Jay Simons, president of Atlassian. “Jira 5′s enhanced integration platform also helps connect information from other enterprise products – a sales ticket from Salesforce.com, or a customer service request from Zendesk – directly to the Jira issue tracking and workflow engine, putting more information directly into the hands of product teams.”

Jira is used by more than 70 percent of Fortune 100 companies. Jira sits at the center of the software development process, connecting teams with development tasks such as bug tracking, feature development, agile planning, and activity monitoring.

Sharing Features Connect Developers, Teams and Data in Real Time

“Before Jira, our developers lost so much time reproducing the wheel through a tedious process of figuring out what had been done and who’d already been involved,” said Alex Kirmse, head of mobile development for Zappos.

Jira 5’s new sharing and mention features makes it easy to pull team members or co-workers into the conversation. Live activity streams update team members on all related activities and information, much like Facebook and Twitter activity streams.

“The effectiveness of our team’s communications has increased with direct commenting to individuals and live activity streams,” said Max Pool, Founder of Sycorr, a mobile banking company. “The integration platform for Jira 5 is the best yet. REST APIs improve our ability to integrate across platforms, while improvements to Jira’s powerful search engine (JQL) – such as historic change support – allow us to get even more creative in how we use the system and get the data we want from it.”

Building Businesses on the Jira 5 Platform

Jira 5’s new stable plugin API and improved REST APIs make it easy for integration partners and other plugin developers to build integrated software products. More than a quarter of Jira’s 400 plugins and more than 15 remote SaaS integrations are launching with Jira 5 compatibility. Plugins built using the Jira 5 stable plugin API will be compatible with future upgrades to Jira.

“We feel confident in betting our business on Jira’s success,” explains Samir Shah, CEO of Zephyr. “Jira 5′s new API connects development to QA, and gives our test case management tools more adoption because users know they can upgrade to future releases without having to wait on add-on upgrades.”

“Jira 5 is another quantum leap by Atlassian in their mission to creatively enable large scale collaboration at the nexus of engineering and support,” said Adrian McDermott, vice president of engineering and product management at Zendesk. “This integration redefines how support and engineering teams can work together to enrich customer satisfaction.”

Availability

Starting today, Atlassian is offering a free 30-day trial of Jira 5. Jira can be purchased for on-site download for just $10 for 10 users, or OnDemand starting at $10/month for 10 users.

New Jira Enterprise Offering

To ensure the success of large deployments, Atlassian is introducing a new Jira Enterprise offering with additional support, training and engagement. Customers with 500 or more Jira users can now receive 24X7 phone support, end-user training, and administrator certification, among other enhanced services. For more information, go to http://www.atlassian.com/enterprise.

Additional Resources

About Atlassian

Atlassian products help innovators everywhere plan, build and launch great software. More than 18,000 large and small organizations – including Citigroup, eBay, Netflix and Nike – use Atlassian’s issue tracking, collaboration and software-development products to work smarter and deliver quality results on time. Learn more at http://atlassian.com.”

Topics: jira atlassian news blog connect enterprise facebook salesforce software stream twitter zendesk zephyr saas tempo collaboration developers download gliffy integration jql marketplace-apps

Praecipio Consulting is an Atlassian Platinum Partner

This means that we have the most experience working with Atlassian tools and have insight into new products, features, and beta testing. Through our profound knowledge of Atlassian environments and their intricacies, we can guide your organization as you navigate these important changes.

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