Automate Project Creation with Jira Automations and API Calls

Setting up new projects in Jira can be time-consuming—especially if your team follows a standardized structure for each project. With Templating.app’s Automation Support for Project Templates, you can now apply project templates automatically using Jira Automations or trigger them via API calls.

Activate Automation in Templating.app

Before setting up your automation rules, you need to enable the feature and get a few important details.

1. Activate Feature in Templating.app
   • Navigate to the configuration page and select tab for project automation.
   • Locate the WebTrigger URL and API token.
   • Both are needed to configure Jira Automation rules using Templating.app features.
2. Generate API Token
   • Click on the “Enable Automations” button to generate the API token.
3. Manage Automations
   • To disable automations, click on the designated button.
   • To re-enable them, click the button again.
4. API Token Management
   • Disabling/enabling automations does not change the API token.
   • To change the API token, click on “Generate new API token” and follow the instructions.

Note

Changing the API token will affect Jira Automation rules using the old token. Update the token in the automation rules if you generate a new one to make sure your Automations still work.

Setting up Jira Automation Rules

Basics

Before setting up your automation, you’ll need to gather a few key elements:

1. Prepare the Webtrigger URL and API Token:
   • Navigate to the Templating.app Configuration page (see above).
   • Copy the Webtrigger URL and API Token. You’ll need these to set up the automation.
2. Find the Project’s JSON Representation
   • Open the Issue Library in Templating.app.
   • Open the Project Template you want to apply automatically.
     • Click the three-dot menu (top-right corner) and select Show JSON Representation.
     • Copy this JSON—it contains the data your automation rule will use to create the project.

Configure Automation Rule

1. Create a New Automation:
   • Go to the Jira Automation screen and click Create Rule.
2. Set a Trigger:
   • Choose the event that will trigger the automation.
3. Configure the Web Request Action:
   • Select Web Request as the action type.
4. Enter the Webtrigger URL from Templating.app.
5. In the Authorization Header, add the API token from Templating.app.
6. Choose Custom Data and paste your automation rule code (JSON representation).