Skip to main content

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.

Templify automation actions available in Jira Automation rule builder

Templify actions in Jira Automation

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:

Automatically create new issues based on an Issue Template when an automation rule is triggered.

Create from Template action in Jira Automation rule

Create Issue from Template action

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

How Automation Actions Work​

Once Templify is installed, its actions become available directly in Jira Automation:

  1. Open Automation Settings​

    Go to Project settings → Automation.

  2. Create or Edit a Rule​

    Create a new automation rule or open an existing one.

  3. Add an Action​

    Add a new Action step to your rule flow.

  4. Select Templify Action​

    Choose the desired Templify action from the action list.

  5. Configure Inputs​

    Set up inputs using static values or Jira 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 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.

Further reading

See our blog guide: How to automate Epic-to-Task workflows with Jira Automation and Issue Templates — real-world examples of onboarding, release, and incident automation rules.