How to Update ClickUp Tasks Automatically When Closed in Jira Using Pabbly Connect

Learn how to automatically update ClickUp tasks when they are closed in Jira using Pabbly Connect. Follow our step-by-step guide to streamline your project management.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jira and ClickUp Integration

To begin the integration between Jira and ClickUp, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect website, where you can create automation workflows without coding.

Once you have signed up, log in to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to start a new automation process. Give your workflow a descriptive name, such as ‘Update ClickUp Tasks from Jira Completed Task,’ and click on the ‘Create’ button to proceed.

2. Configuring the Jira Webhook in Pabbly Connect

In this section, you will configure the Jira webhook using Pabbly Connect. Select Jira as your trigger app and choose the event ‘Configure Webhooks.’ This will generate a webhook URL that you will use to connect Jira with Pabbly Connect.

• Go to your Jira application, click on the settings icon, and navigate to ‘System’ settings.
• Under ‘Advanced,’ find and click on the ‘Webhooks’ tab.
• Create a new webhook by clicking the ‘Create a Webhook’ button.

In the webhook configuration, name your webhook (e.g., ‘Jira Task Closure’) and paste the copied URL from Pabbly Connect. Ensure the webhook is enabled and select the appropriate issue-related events that should trigger the webhook.

3. Testing the Jira Integration with Pabbly Connect

After configuring the webhook, it is essential to test the integration. Go back to your Jira application and mark a test task as completed. This action will trigger the webhook and send data to Pabbly Connect.

In Pabbly Connect, you will see that it is waiting for a response. Once the test task in Jira is marked as completed, the corresponding data will appear in Pabbly Connect, showing the task details and its status.

4. Updating ClickUp Task Based on Jira Closure

With the data received from Jira, the next step is to update the corresponding task in ClickUp. In your Pabbly Connect workflow, add an action step and select ClickUp as the action app. Choose the action event ‘Update Task.’ This will allow you to modify the task details in ClickUp based on the Jira closure.

Connect your ClickUp account by providing the API token. You can find this token in your ClickUp profile under the ‘Apps’ section. Once connected, you will need to specify the workspace, space name, folder name, list name, and task ID to update the specific task in ClickUp.

• Map the task ID from the Jira response to ensure the correct task is updated.
• Set the status of the task in ClickUp to ‘Complete’ to reflect the closure.
• Save and test the action to ensure the task updates correctly.

After testing, you should see that the task in ClickUp has been marked as completed, demonstrating the successful integration between Jira and ClickUp using Pabbly Connect.

5. Conclusion

In conclusion, using Pabbly Connect to integrate Jira and ClickUp allows for seamless automation. By following the steps outlined, you can ensure that tasks are updated automatically when closed in Jira, enhancing your project management efficiency.

This integration not only saves time but also keeps your task lists synchronized across both platforms, allowing for better productivity and collaboration.