Automate Tasks with Pabbly Connect: Integrating Google Sheets and Jira

Learn how to automate tasks using Pabbly Connect by integrating Google Sheets and Jira effectively with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for automation, first navigate to the Pabbly website. Here, you can sign up for a free account, which takes only a few minutes. Once you have an account, log in to access the Pabbly Connect dashboard.

After logging in, you will see various tools offered by Pabbly. Click on the ‘Access Now’ button under the Pabbly Connect section to enter the workflow area. This is where you will create your automation between Google Sheets and Jira.

2. Creating a New Workflow in Pabbly Connect

In the workflow section of Pabbly Connect, click the ‘Create Workflow’ button to initiate a new automation process. You will need to name your workflow; for example, ‘Automate Daily Tasks’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to proceed to the main workflow interface.
• You will see two sections: Trigger and Action.

Set up your trigger first by searching for Google Sheets. Select the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new task is added to the Google Sheet.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to use a webhook URL provided by Pabbly. Copy this URL and open your Google Sheets. Go to Extensions, then Add-ons, and search for Pabbly Connect Webhooks.

• Install the Pabbly Connect Webhooks add-on if you haven’t done so.
• After installation, go back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’.
• Paste the webhook URL in the designated field and set the trigger column to the last data entry column.

After pasting the URL, click ‘Send Test’ to ensure the connection works. Once the test is successful, click ‘Submit’ to finalize the setup. This will allow data from your Google Sheets to be sent to Pabbly Connect whenever a new task is added.

4. Setting Up Jira Integration in Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, the next step is to set up the action in Jira. Search for Jira Software in the action application section and click on it. Select ‘Create Issue’ as the action event.

To connect Jira with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. Accept the permissions required to link your Jira account. After the connection is established, you will need to set up the details for the issue you want to create.

Choose the project in Jira where the task will be created. Set the issue type to ‘Task’. Map the summary and description fields to the corresponding data from Google Sheets.

Once all details are filled out, click ‘Save and Test’. This will create a new task in your Jira account based on the information from your Google Sheets.

5. Verifying the Integration Between Google Sheets and Jira

After setting up the integration, it’s crucial to verify that everything works correctly. Go back to your Jira account and check the tasks section. You should see the newly created task with details matching those from your Google Sheets.

This verification step confirms that Pabbly Connect has successfully automated the task creation process. If you followed all steps correctly, your workflow should be operational, allowing for continuous updates between Google Sheets and Jira.

In summary, you have set up a trigger from Google Sheets and an action to create a task in Jira using Pabbly Connect. This automation streamlines your workflow, saving you time and ensuring tasks are promptly created based on your spreadsheet updates.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate tasks by integrating Google Sheets and Jira. This integration allows for efficient task management and ensures that your team stays updated with minimal manual effort.