How to Automatically Create Jira Issues from Microsoft Outlook Using Pabbly Connect

Learn how to automate Jira issue creation from Microsoft Outlook using Pabbly Connect. This tutorial provides step-by-step instructions for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the official Pabbly website and logging in to your account. If you are a new user, you can sign up for free and get access to 300 tasks every month.

Once logged in, you will see the dashboard where all your applications are listed. Here, you can create a new workflow that will connect Microsoft Outlook with Jira through Pabbly Connect. This setup will automate the creation of Jira issues from emails received in Outlook.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something like ‘Automatically Create Jira Issues from Microsoft Outlook’ and select a folder for organization.

• Click on the ‘Create’ button to finalize your workflow creation.
• Understand that each workflow consists of triggers and actions.
• The trigger will initiate the automation when a new email is received.

After creating the workflow, you will set up the trigger that will listen for new emails in Microsoft Outlook using Pabbly Connect. This is crucial for the automation to work effectively.

3. Setting Up the Trigger for Microsoft Outlook

Now, you will select Microsoft Office 365 as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Mail’; this ensures that every time you receive an email in Outlook, it will trigger the workflow.

To connect your Microsoft Office 365 account, click on the ‘Connect’ button and follow the prompts to authorize Pabbly Connect. Once connected, you can test the trigger by sending a test email to your Outlook account.

• Ensure you have the right permissions set in your Outlook account.
• Check for successful connection status in Pabbly Connect.

After setting the trigger, you will receive a response that confirms the email has been captured, allowing you to proceed to the next step in the integration.

4. Filtering Emails in Pabbly Connect

Next, you will add a filter to ensure that only relevant emails create Jira issues. Use the ‘Filter by P’ feature in Pabbly Connect. This configuration will allow you to specify that you only want to create issues for emails containing specific keywords, such as ‘issue’ in the subject line.

To set this up, select the filter type as ‘Contains’ and enter the keyword ‘issue’. This way, only emails that meet this criterion will trigger the next action of creating a Jira issue.

Define the filter conditions clearly for accurate automation. You can add multiple conditions if needed.

Once the filter is set, test it to ensure that it correctly identifies emails that require issue creation in Jira.

5. Creating Jira Issues from Filtered Emails

After filtering, the next step is to set up the action in Pabbly Connect to create a new Jira issue. Select Jira Software as your action application and choose the action event as ‘Create Issue’. This will allow you to generate a Jira issue whenever a filtered email is detected.

Connect your Jira account by clicking on the ‘Connect’ button, and authorize Pabbly Connect to access your Jira account. After a successful connection, you will need to fill in the details for the issue, such as the project, issue type, summary, and description, which can be dynamically mapped from the email data.

Select the appropriate project in Jira. Map the email subject to the issue summary and email body to the issue description.

Once all fields are filled, click on the ‘Save and Send Test Request’ button to create the issue. Check your Jira account to confirm that the issue has been created successfully, completing the integration process through Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate the creation of Jira issues from Microsoft Outlook using Pabbly Connect. By following the steps outlined, you can streamline your workflow and ensure that no important issues are missed, enhancing your team’s productivity.