GUIDEcx + Jira v3 Integration Overview
✅ What This Integration Can Do
Create & update Jira issues (like Epics and Tasks) from GUIDEcx
Auto-create Jira issues when:
A GUIDEcx project is created
A GUIDEcx task becomes active
Link Jira issues to Epics
Create GUIDEcx tasks from Jira issues
Syncs fields both ways, including:
Task Name ↔️ Summary
Assignee
Task Instructions ↔️ Description
Priority
Start & Due Dates
Custom Fields (with setup)
Comments (including author)
Time Tracking / Worklogs (time, user, comments)
Adds a ‘GUIDEcx’ label to Jira issues created by the integration
🔄 Field Sync Details
🧩 Issue Mapping
GUIDEcx Field | Jira Field | Sync Direction |
Task Name | Summary | Bi-directional |
Assignee | Assignee | Bi-directional (GUIDEcx won’t overwrite existing Jira assignee) |
Status | Status | Bi-directional |
Task Instructions | Description | GUIDEcx → Jira only |
Priority | Priority | GUIDEcx → Jira only (GUIDEcx can't receive priority updates) |
Start Date | Start Date | GUIDEcx → Jira only |
Due Date | Due Date | GUIDEcx → Jira only |
Custom Fields | Custom Fields | Bi-directional (needs configuration) |
— | Label | Adds ‘GUIDEcx’ label on creation |
🧱 Epic Mapping
GUIDEcx Field | Jira Epic Field | Sync Direction |
Project Name | Summary | GUIDEcx → Jira only |
Custom Fields | Custom Fields | Bi-directional (needs configuration) |
— | Label | Adds ‘GUIDEcx’ label on creation |
⚙️ How to Set It Up
The integration runs on a 3-level recipe architecture in Workato:
🔹 Level 1: Trigger Recipes
Start the sync when something happens in GUIDEcx (e.g., task created, project updated)
You can customize these
🔹 Level 2: Core Function Recipe
Executes the actual Jira creation/update
Usually no need to change this
Check logs here first when troubleshooting
🔹 Level 3: Field Mapping Recipe
Maps GUIDEcx fields to Jira fields
You'll configure this to control how fields sync
⚠️ Contact your CSM if you need help getting this integration up and running!
Key Setup Options
Jira Sync Mode
Choose how tasks sync:
Sync to single Jira Project (also create Epic)
Sync to single Jira Project (don’t create Epic)
Sync to multiple Jira Projects by Task Tag
Sync to multiple Jira Projects by Task Custom Field
Jira Issue Creation Mode
Decide when to create the Jira issue:
Immediately
When the GUIDEcx task becomes active
Jira Project Key
Select which Jira project to sync to (if using a single project)
Default Milestone for Jira Issues
Jira Status Mapping
To keep statuses in sync:
Use the “Jira Status Mapping” lookup table
Enter GUIDEcx statuses in Title Case (e.g., Working On It)
Enter Jira statuses with exact spelling and case
Use the recipe: “Utility: Set up the Jira v3 Integration” to export Jira statuses
Updating Existing Jira Issues
Managed by the recipe:
“Sync Issue (GUIDEcx to Jira) - Parent - Trigger on task update”Triggers on:
Task Created
Task Updated
Task Deleted
Syncs when key fields change and
jiraSyncis set to true
🐞 Known Issue
If using ‘multiple projects by task custom field’ mode, syncing won’t trigger when the Jira Project Key field is added or updated. (Needs manual trigger/workaround)