Learn how to use Pabbly Connect for Google Forms and Jira integration to automate issue creation from form responses. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Google Forms and Jira Integration
To start the integration process between Google Forms and Jira, you first need to access Pabbly Connect. If you are a new user, you can sign up for free and get 100 tasks each month.
As an existing user, simply log in to your Pabbly account. Once logged in, navigate to the Pabbly Connect option on the applications page and click on ‘Access Now’ to reach your dashboard.
2. Creating a New Workflow in Pabbly Connect
After accessing your dashboard, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the upper right corner.
- Name your workflow, for example, ‘Create Jira Issues on Google Form Submission’.
- Select a folder to save your workflow, like the ‘Jira’ folder.
- Click on the ‘Create’ button to proceed.
Now, you will see the trigger and action setup screen. Here, you will define Google Forms as your trigger application and Jira as your action application, which is essential for the integration process.
3. Setting Up the Trigger with Google Forms
In this step, you will set up Google Forms as the trigger application in Pabbly Connect. Search for ‘Google Forms’ and select it.
- Choose the trigger event as ‘New Response Received’.
- This event will trigger whenever a new form submission is received.
After selecting the trigger, you will need to connect your Google Forms to the corresponding Google Sheets where the responses will be recorded. This connection is vital for ensuring that Pabbly Connect captures the data accurately.
4. Configuring the Action to Create Issues in Jira
Once the trigger is set, the next step is to configure the action in Jira. Here, select Jira as your action application and choose the action event as ‘Create Issue’.
In this section, you will need to map fields such as the project ID, issue type, summary, and description from the Google Forms response to the respective fields in Jira. This mapping ensures that the data flows correctly from Pabbly Connect to Jira.
Select the project in which you want to create the issue. Choose the issue type, such as ‘Task’. Map the summary and description fields from the Google Forms response.
After mapping the required fields, click on ‘Save and Test’ to ensure that the integration is working properly. If successful, a new issue will be created in Jira based on the form submission.
5. Finalizing the Integration and Testing
After setting up both the trigger and action, it is essential to finalize the integration in Pabbly Connect. Make sure to enable the webhook by going to the Google Sheets and setting it to send data to Pabbly Connect.
To test the integration, submit a test response through your Google Form. Once submitted, check the Google Sheets to see if the response appears and then verify in Jira that a new issue has been created.
Ensure that the test submission data matches the fields in Jira. Check for any errors in the Pabbly Connect dashboard.
Upon successful testing, your integration will automatically create Jira issues from Google Forms responses, streamlining your workflow significantly.
Conclusion
This tutorial has shown you how to use Pabbly Connect for integrating Google Forms with Jira to automate issue creation from form submissions. By following these steps, you can enhance your workflow efficiency and ensure timely issue tracking.
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