Raise a ticket

IT, facilities and security often work from tickets rather than messages. A Raise Ticket step creates a Jira issue in a project of your choice when the employee reaches it, with the employee’s details written into the summary and description.

Before you start

Jira is connected under Settings, Integrations, and the project you want has issue type sync turned on. Only those projects appear in the step. See Jira.
Raise Ticket is enabled for your workspace. If the row is greyed in the Add Step dialog, contact Pyn support.

Steps

In Pyn, open Flows in the left navigation, select Automations, then the automation.
Select Add a step, then Raise Ticket under Tasks & Activities.
Under Schedule, choose when the issue is created. For equipment, 1 week before the start date gives IT time; for offboarding, on the day of the end date.
Under Project, choose the Jira project. Under Issue type, choose the type; the list comes from the project you picked.
In Summary, write a single line such as Laptop for @principal.name, starting @principal.startDate. Type @ to insert tokens; only principal tokens are offered, because a ticket has no recipient.
In Description, write what the assignee needs: the employee’s role, location and manager, using tokens such as @principal.jobTitle, @principal.location and @principal.managerName. Lists and links are kept; images are not.
Select Publish on the automation.

What you should see

The step card shows the project and issue type. When it runs, the issue appears in Jira with the summary and description filled in, and the delivery under Enrollments links to it. There is nothing to click or action, so no reminders or escalations are offered.

Jira to connect Jira and turn on issue type sync for a project.
Schedule a step for the timing options.
Tokens for the principal tokens you can use.