Integrate Google Sheets with Jira Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Jira issues from Google Sheets using Pabbly Connect in this detailed guide. Follow our step-by-step tutorial to streamline your workflow.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Google Sheets and Jira Integration

To begin the Google Sheets and Jira integration, first access Pabbly Connect by visiting its homepage. You can reach it directly by typing Pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create your account, which includes 100 free tasks every month. Existing users can simply click ‘Sign in’ to access their dashboard. After signing in, locate the option to access Pabbly Connect, which will direct you to the dashboard where you can manage your workflows.

Creating a Workflow in Pabbly Connect

In this section, you will set up a workflow to automate the creation of Jira issues from Google Sheets using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button located in the top right corner of your dashboard. A dialog box will appear asking for a workflow name.

• Name your workflow ‘Create Jira Issues from Google Sheets’.
• Select a folder for your workflow, such as ‘Test Integrations’.

After naming your workflow, click ‘Create’. This action opens two sections: Trigger and Action. Select Google Sheets as your trigger application and Jira as your action application. The trigger will initiate the workflow when a new row is added to Google Sheets, prompting Pabbly Connect to create a new issue in Jira.

Setting Up Google Sheets as the Trigger

To configure Google Sheets as your trigger in Pabbly Connect, select it as your trigger application. Then, choose the trigger event, which will be ‘New or Updated Spreadsheet Row’. This event will start the workflow each time a new row is added to your spreadsheet.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets, go to Extensions, then Add-ons, and select Get Add-ons.
• Search for Pabbly Connect Webhooks and install the add-on.

After installation, refresh your spreadsheet and navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL and specify the trigger column (e.g., Column C). Click ‘Send Test’ to verify the connection. Once the test data is sent successfully, you will see the response in Pabbly Connect, confirming the integration is set up.

Configuring Jira as the Action in Pabbly Connect

Next, you need to set up Jira as the action application in your workflow. In the action section of Pabbly Connect, select Jira and choose the action event as ‘Create Issue’. Click on ‘Connect’ to establish a connection between Pabbly Connect and your Jira account.

During the connection setup, you will need to authorize Pabbly Connect to access your Jira account. Once authorized, you will need to fill in the required fields to create an issue:

Select the project name from your Jira account. Choose the issue type (e.g., Improvement). Map the issue summary and description from the Google Sheets response.

Set the priority level for the issue and click ‘Save and Send Test Request’. This action will create a new issue in Jira based on the data captured from Google Sheets, demonstrating how Pabbly Connect facilitates this automation.

Finalizing the Integration and Testing

To finalize your integration, return to Google Sheets and navigate to Extensions > Pabbly Connect Webhooks. Select the option to ‘Send on Event’ to ensure that the workflow runs smoothly whenever a new row is added. This step is crucial for automating the process of creating Jira issues from Google Sheets.

To test the integration, add a new row in your Google Sheets with the issue summary, description, and due date. After entering the data, refresh your Jira account to confirm that a new issue has been created automatically. This confirms that the integration is functioning as intended, showcasing the power of Pabbly Connect in automating tasks between applications.

Conclusion

In this tutorial, we detailed how to integrate Google Sheets with Jira using Pabbly Connect. By following the steps outlined, you can automate the creation of Jira issues from Google Sheets, streamlining your workflow and improving efficiency.