Using the Jira and Slack integrations

You can use Butler beyond the boundaries of Trello to create new tickets in Jira, post comments on existing tickets, and send messages in Slack.

See also: Not familiar with Butler? Check out Butler overview to learn more about its functionality. 

Connecting applications with Butler

To use the Jira and Slack actions in your commands, you first need to connect and authorize the applications with Butler. 

To add Jira and Slack integrations, go to the Butler directory, select the Connected Apps tab in the lower-left corner of the Butler directory, and then select the application that you want to connect.

Connect the Jira instance

  1. Open the Connected Apps tab and select Connect with JIRA. 
  2. Authorize the Jira instance that Butler should connect to. You can connect several Jira instances to Butler.

Note: Your account must have the appropriate permissions to enable integrations with Jira. 

Jira actions in Butler

Jira actions are available for all types of Butler commands. You can find Jira actions in the Butler directory's command builder, on the Jira tab. To open the command builder, select a particular command tab in the Butler directory—Rules, Card Button, Board Button, Calendar, or Due Date—and then select the Create button in the upper-right corner of your command list. 

Note: For Rules, Calendar, and Due Date commands, you need to configure a trigger before adding Jira actions to your command.

Connect the Slack workspace

  1. Open the Connected Apps tab and select Connect with Slack.
  2. Sign in to the Slack workspace that Butler should connect to. You can connect several Slack workspaces to Butler. 

Note: Your account must have the appropriate permissions to enable integrations with Slack.

Slack actions in Butler

Slack actions are available for all types of Butler commands. You can find Slack actions in the Butler directory's command builder, on the Slack tab. To open the command builder, select a particular command tab in the Butler directory—Rules, Card Button, Board Button, Calendar, or Due Date—and then select the Create button in the upper-right corner of your command list. 

Note: For Rules, Calendar, and Due Date commands, you need to configure a trigger before adding Slack actions to your command.

Butler by default is designed to send messages to public Slack channels. However, you can also post messages to private Slack channels and direct messages. 

To post a message to a private channel, you need to add Butler by Trello app to that channel in Slack: 

  1. Go to the private channel and select the Show channel details (info icon) 
  2. Select More > Add apps
  3. Search for Butler by Trello and add the app to the channel

To post a message to a direct message, you need to find the recipient's Slack member ID in Slack:

  1. Go to the direct message channel and click on their profile
  2. Click on the View full profile link 
  3. Click on the ellipsis (...) More icon
  4. Click on the Copy member ID button 
  5. Paste the member ID into the "Slack channel" field in Butler's Slack action

Note: The Slack integration can only support sending direct messages (DMs) with the "as myself" option (not "as Butler"). To send a message to another user "as Butler", create a private Slack channel and invite the recipient and the Butler by Trello app.

Removing the connected applications

If you have any troubles removing the apps or your commands don't work as expected, do not hesitate to contact us and we'll assist.

Remove the connected Jira instance

  1. Open the Connected Apps tab and select Revoke access to your JIRA account.
  2. A new Atlassian account window will appear. On the Connected apps tab, select Remove access to Butler > Remove. After you revoke the access, Butler will be removed from the list of Apps with access to your Atlassian account.

Remove the connected Slack workspace

To disconnect your Slack workspace from Butler, select the Remove your Slack workspace connection(s) link, and then select the workspace from the dropdown menu.