Use Jira Automation Action
⚙️ Automation Actions for Issue Templates
Bring Issue Templates into Jira Automation using native, secure Forge actions. Templify allows you to automate template-based workflows directly inside Jira Automation — with full support for structured issues, dynamic fields, and consistent behavior.
Instead of relying on external APIs, webhooks, or custom scripts, Templify integrates natively with Jira Automation using official Atlassian Forge Automation Actions.
🚀 Automation Actions
Templify provides native automation actions related to Issue Templates. These actions behave like any other Jira Automation component — they can be added, configured, combined with conditions, and reused across projects.
Currently available actions:
▶️ Create Issue from Template
Automatically create new issues based on an Issue Template when an automation rule is triggered.
Typical use cases:
Generate onboarding task structures when a new Epic is created
Create release checklists automatically
Provision standardized task hierarchies from automation rules
➡️ Learn more: Create Issue from Template
▶️ Apply Issue Template to Issue
Apply an Issue Template to an existing issue inside an automation rule.
Typical use cases:
Enrich issues after creation (e.g. via comment, label, or status change)
Apply structured tasks to manually created issues
React to user actions such as comments or field updates
➡️ Learn more: Apply Issue Template to Issue
⚙️ How Automation Actions Work
Once Templify is installed, its actions become available directly in Jira Automation:
Open Project settings → Automation
Create or edit an automation rule
Add an Action
Select Templify action from the action list
Configure inputs using static values or smart values
From that point on, Templify executes the same logic as manual template usage — but fully automated.
🔒 Why Use Automation Actions?
Templify is built on the official Jira Automation Action API, not on exposed REST endpoints.
This design provides clear advantages:
Security-first architecture No public APIs, no inbound webhooks, no shared secrets. All execution happens inside Atlassian’s trusted Forge runtime.
Enterprise-ready by default Fully compliant with Atlassian Cloud security, permission models, and auditability.
Zero infrastructure to maintain No servers, no scaling concerns, no background services to monitor.
Native Jira Automation experience Actions appear directly next to Jira’s built-in automation steps (Create issue, Transition issue, Send email).
Context-aware execution Automation actions automatically receive rule context such as project, issue, and user — ensuring predictable behavior.
🧠 What You Can Automate
By combining Jira triggers, conditions, and Templify actions, you can automate:
Structured issue creation with Epics, child issues, and subtasks
Applying templates based on comments, labels, or issue types
Fully automated onboarding or incident workflows
Consistent issue enrichment after creation
Large-scale standardization without user interaction
All while keeping everything inside Jira Automation.
Summary
Templify extends Jira Automation with native Issue Template actions, allowing you to automate structured issue creation and template application securely and reliably.
No external APIs. No custom webhooks. No compromise on structure, permissions, or consistency.
If you already use Jira Automation — Templify lets you bring Issue Templates into those workflows naturally.
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