How to Create Jira Service Management Customer from Elementor Form Submission Using Pabbly Connect

Learn how to integrate Elementor Form Submission with Jira Service Management using Pabbly Connect. Streamline your customer support process effortlessly! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create a Jira Service Management customer from an Elementor form submission, you need to access Pabbly Connect. Start by opening your browser and navigating to Pabbly’s website. If you don’t have an account, you can sign up for free, which allows you to perform 100 tasks every month.

Once logged in, click on the ‘Access Now’ button to reach the Pabbly Connect dashboard. Here, you will create a new workflow to automate the connection between your Elementor form and Jira Service Management.

Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for this integration. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Jira Service Management Customer from Elementor Form Submission’. Choose the appropriate folder to save your workflow.

Once your workflow is created, you will see two main boxes: Trigger and Action. The Trigger will be set to Elementor, where you will select ‘New Form Submission’ as the trigger event. This step is crucial because it defines when your automation will start.

• Click ‘Create Workflow’ and name it.
• Select ‘Elementor’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After setting up your trigger, copy the provided webhook URL. This URL acts as a bridge between your Elementor form and Pabbly Connect. You will need this URL to connect your form to the workflow.

Connecting Elementor Form to Pabbly Connect

Now, head to your WordPress site where the Elementor form is located. Open the form editor and click on the pencil icon to edit the form settings. Scroll down to find the ‘Actions After Submit’ section and click on the plus icon to add a new action.

Search for the ‘Webhook’ option and select it. In the webhook settings, paste the URL you copied from Pabbly Connect. Ensure you save the changes by clicking the ‘Update’ button. This step will enable your Elementor form to send data to Pabbly Connect whenever a submission is made.

• Edit your Elementor form and go to ‘Actions After Submit’.
• Add ‘Webhook’ as an action.
• Paste the webhook URL from Pabbly Connect and save your changes.

Once the form is connected, go back to Pabbly Connect and wait for a webhook response. To trigger this, submit a test entry through your Elementor form.

Creating a Jira Customer Using Pabbly Connect

After receiving the webhook response in Pabbly Connect, you can now set up the action to create a new customer in Jira Service Management. In the action section of your workflow, search for ‘Jira Service Management’ and select it as your action application.

Choose ‘Create Customer’ as the action event. You will need to connect your Jira Service Management account to Pabbly Connect. Click on ‘Add New Connection’ and authorize the connection by clicking ‘Accept’ to grant access.

Select ‘Jira Service Management’ as the action application. Choose ‘Create Customer’ as the action event. Authorize the connection by clicking ‘Accept’.

Next, map the fields from the Elementor form response to the required fields in Jira, such as the customer’s display name and email address. Click on ‘Save and Test Request’ to finalize the setup. If successful, you will receive a confirmation that the customer has been created in Jira Service Management.

Verifying the Integration in Jira

To ensure everything is working correctly, log into your Jira Service Management account and navigate to the ‘Customers’ section under your project. Here, you should see the new customer created from the Elementor form submission. For example, if you submitted a customer named Jack Caris, his details should appear here.

This verification step confirms that the integration through Pabbly Connect is functioning as intended. You can repeat the form submission process to create additional customers, ensuring that each submission is logged accurately in Jira Service Management.

Log into Jira and check the ‘Customers’ section. Verify that the new customer appears with the correct details. Repeat the submission to test the automation.

By following these steps, you can ensure that your integration between Elementor forms and Jira Service Management via Pabbly Connect works seamlessly, enhancing your customer support capabilities.

Conclusion

Integrating Elementor Form Submission with Jira Service Management using Pabbly Connect automates customer management effectively. This setup ensures that customer details are captured accurately, enhancing your support team’s efficiency and response times.