Integrate Jira and Freshdesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Jira with Freshdesk using Pabbly Connect for seamless automation. Follow our detailed tutorial with step-by-step instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jira and Freshdesk Integration

To begin the integration process, you need to access Pabbly Connect. Start by signing into your Pabbly account. If you do not have an account, create one for free to get started with automation tasks.

Once logged in, locate the ‘Create Workflow’ button on the top right corner of the dashboard. Click it to begin setting up your new workflow. You will be prompted to name your workflow; for this integration, you can name it ‘Jira to Freshdesk’. After naming, click on ‘Create’ to proceed.

2. Configuring Jira as the Trigger Application

In this section, we will configure Jira as the trigger application. Select ‘Jira Software’ from the list of available applications. For the trigger event, choose ‘New Issue Created’. This event will initiate the automation whenever a new issue is created in Jira.

• Select ‘Jira Software’ as the trigger application.
• Choose ‘New Issue Created’ for the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, you will need to paste this webhook URL into your Jira settings. Log into your Jira account, navigate to the project settings, and under the ‘Automation’ section, create a new rule to send a webhook request to the copied URL whenever a new issue is created.

3. Testing the Jira Integration with Pabbly Connect

After setting up the webhook in Jira, it is essential to test the integration. Create a new issue in Jira with a specific summary and description to verify that the webhook captures the data correctly. For example, create an issue titled ‘Python Programming Error’ with a description detailing the issue.

Once the issue is created, return to Pabbly Connect to check if the webhook has received the response. You should see the details of the issue captured, including the summary and description, confirming that the integration is functioning as expected.

4. Setting Up Freshdesk as the Action Application

Now that Jira is configured as the trigger, we will set up Freshdesk as the action application. Select ‘Freshdesk’ from the application list in Pabbly Connect. For the action event, choose ‘Create Ticket’.

• Choose ‘Freshdesk’ as the action application.
• Select ‘Create Ticket’ as the action event.
• Map the fields from Jira to Freshdesk, such as the issue summary and description.

Ensure to map the necessary fields properly so that the ticket in Freshdesk contains all relevant information from the Jira issue. After mapping, save the configuration and send a test request to ensure everything is set up correctly.

5. Verifying the Integration Success

To finalize the integration, verify that a new ticket has been created in Freshdesk based on the Jira issue. Check your Freshdesk account for the newly created ticket that corresponds to the issue you created in Jira. using Pabbly Connect

If the ticket appears with the correct details, the integration is successful. This automation ensures that whenever a new issue is logged in Jira, a corresponding ticket is created in Freshdesk, streamlining your workflow and improving team communication.

Conclusion

In this tutorial, we explored how to integrate Jira with Freshdesk using Pabbly Connect. This seamless integration allows for efficient management of customer queries by automating ticket creation based on new Jira issues. By following the steps outlined, you can enhance your workflow and ensure timely responses to customer issues.