Custom JQL

Using Atlas CRM data to power Jira Queries

Custom JQL allows you to filter and query Jira issues based on customer, contact, or sales data stored in Atlas CRM. This feature helps you organize and track work related to specific business activities without additional configuration.

How Atlas CRM Links work with Custom JQL

Because Atlas CRM links issues to customers, contacts, and sales, Custom JQL makes it easy to query Jira based on these relationships. Whether you’re searching for support tickets tied to high-value clients or tracking issues related to a specific sales stage, Custom JQL provides a direct way to surface relevant work items. This integration enhances your ability to manage tasks more effectively by incorporating your CRM data into Jira searches and filters.

There are no additional settings required in Atlas CRM to use Custom JQL. Once installed, it works seamlessly with Jira, allowing you to start querying tickets based on customer or sales-related data right away. Simply create your queries in Jira using the available syntax, and you’re all set!

Where you can use Custom JQL in Jira

Example of a JQL Query finding tasks related to Sales in the Negotiation Funnel stage

Custom JQL is primarily used for searching and filtering issues in Jira based on customer data. You can leverage it in any context where Jira JQL queries are supported. Commonly, users would apply Custom JQL to refine issue searches by navigating to Filters > View all issues, where they can input their queries to filter ongoing work. This helps you stay organized by narrowing down issues linked to specific customers, sales, or account managers. Whether you’re tracking support tickets or managing sales pipelines, Custom JQL gives you a powerful tool to query Jira issues in the context of customer-related data.

Other use cases :

• Queues in Jira Service Management (JSM): Prioritize tickets based on customer tiers or account managers.
• Dashboards: Visualize work related to specific customers or sales stages.
• Automations: Expand Custom JQL Use Cases with Automations

Check out some practical examples here.

How to use Custom JQL

Custom JQL in Atlas CRM works similarly to standard Jira JQL queries, allowing you to use operators such as =, >=, <=, and ~ to filter issues.

Here's a breakdown of the syntax you can use:

atlasCompany in atlasCompanies("field", "operator", "value")

atlasContact in atlasContacts("field", "operator", "value")

atlasSale in atlasSales("field", "operator", "value")

Properties:

• "field": The Atlas CRM field you want to query (e.g., Customer Tier). You can use either the field label or the field ID.

• "operator": The JQL operator for your query (e.g., =).

• "value": The value you are searching for (e.g., Platinum for customer tier).

Supported Operators by Field Type:

Here’s a brief overview of the field types and supported operators in Custom JQL:

Field Type	Supported Operators
Text (Single line)	=, ~ (contains)
Text (Multi line)	=
Number	=, >=, <=
Date	=, >=, <=
Timestamp	=, >=, <=
User	=
Single select	=
Multi select	= (acts as contains)

For a full specification of JQL, refer to the JQL Fields documentation.

Start using Custom JQL today

Custom JQL opens up a world of possibilities for managing your tasks based on sales, and customer-related data. Whether you’re a support agent, a sales rep, or a company founder, these queries help you stay on top of critical tasks and ensure that your teams are always working with the most up-to-date information.

We’d love to hear how you use Custom JQL in your organization! Let us know how it’s helping you streamline your processes and get work done.

More Resources

For more detailed information about how JQL works in Jira, check out the official Jira JQL documentation.