Create your first recipe

Build your first recipe with this video guide

Recipes are automated workflows that connect your apps. Each recipe contains a trigger and one or more actions. When you start a recipe, it waits for a triggering event to run the actions.

The following steps guide you through building a recipe that closes a case in Salesforce whenever an issue with the same name is closed in Jira.

Step 1: Create a new recipe

Complete the following steps to create a new recipe:

1

Sign in to your Workato account. The Orchestrate platform displays by default.

2

Go to the Projects page.

3

Select an existing project or click Create project to create a new one.

4

Click Create, and then select Recipe.

5

Enter My first recipe in the Name field.

6

Use the Create in folder drop-down menu to select the folder where the recipe should be created.

7

Ensure Trigger from an app is selected as the recipe starting point, then click Start building. The Setup your recipe menu

Step 2: Connect to Jira

1

Search for and select Jira in the Choose an app search box.

2

Select the Updated issue trigger.

3

Enter a descriptive and unique name for the connection in the Connection name field.

4

Select API token in the Auth type field.

5

Enter the URL of your Jira account in the Host name field.

6

Enter your Jira account email in the Email field.

7

Enter your Atlassian API token in the API token field.

How can I create an Atlassian API token?

To create a new API token in Atlassian, complete the following steps:

1

Go to Account settings > Security.

2

Click Create and manage API tokens (opens new window).

3

Click Create API token.

4

Enter a name for your token in the Name field, and then click Create.

5

Click Copy to retrieve your new API token.

8

Click Connect.

Step 3: Set up the trigger

The following trigger activates whenever an issue is closed in Jira. When you start the recipe, it checks for matching events from the previous seven days.

1

Switch the When first started, this recipe should pick up events from field to formula mode and enter 7.days.ago.

2

Click the Set trigger condition toggle.

3

Locate the Jira Name Step 1 datapill in the Recipe data menu under Updated issue (Step 1 output) > Fields > Status and map it to the Trigger data field. Locate the Name datapill

4

Select contains in the Condition field.

5

Enter Closed in the Value field. Completed Updated issue trigger fields

Step 4: Connect to Salesforce

1

Click + Add step, and then select Action in app. The Add step button

2

Search for and select Salesforce in the Choose an app search box.

3

Select the Search records (batch) action.

4

Enter a descriptive and unique name for the connection in the Connection name field.

5

Select OAuth 2.0 in the Auth type field.

6

Click Connect to open the Salesforce sign-in dialog. Completed Salesforce connection fields and the Connect button

7

Sign in to your Salesforce account.

Step 5: Set up the action

The following action searches for cases in Salesforce with the same case name as the Jira issue.

1

Select Case in the Search for field.

2

Enter 150 in the Limit field to restrict the number of records the action returns.

3

Locate the Jira Summary Step 1 datapill in the Recipe data menu under Updated issue (Step 1 output) > Fields > Parent > Fields and map it to the Subject field.

Completed Search for Cases fields

Step 6: Set up the conditional statement

The following IF condition checks if the matching Salesforce case from the previous step is open. If it is, the recipe closes the case.

1

Click + Add step, and then select IF condition. The Add step button

2

Locate the Salesforce Status Step 2 datapill in the Recipe data menu under Search Cases (Step 2 output) > Cases and map it to Data field.

3

Select does not equal in the Condition field.

4

Enter Closed in the Value field. Completed IF condition fields

5

Click Select an app and action.

6

Search for and select Salesforce in the Choose an app search box.

7

Select the Update record action.

8

Select Case in the Object field.

9

Locate the Salesforce Case ID Step 2 datapill in the Recipe data menu under Search Cases (Step 2 output) > Cases and map it to the Case ID field.

10

Select Closed in the Status field. Completed Update case fields

Step 7: Save and start your recipe

1

Click Save, then Exit.

2

Click Start recipe. Your completed recipe should resemble the following screenshot: Example recipe

NEXT STEPS

• Explore the community library (opens new window) to find ready-to-use recipes built by other users.
• Learn about other types of triggers and actions in Recipe design.