Integrate Jotform with Jira Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to create Jira issues from Jotform submissions using Pabbly Connect. Follow this detailed guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jira and Jotform Integration

To create Jira issues from Jotform submissions, first, access Pabbly Connect. This powerful automation tool allows seamless integration between various applications, including Jira and Jotform. Start by signing into your Pabbly Connect account and navigate to the dashboard.

Once on the dashboard, locate the big blue button labeled ‘Create Workflow’. Click it to begin setting up your integration. You will need to name your workflow; for example, name it ‘Create Jira Issues from Jotform Submissions’ and click ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Jotform as your trigger application and choose the event as ‘New Response Received’. This means every time a form is submitted, it will trigger the workflow.

• Choose Jotform as the trigger application.
• Select the event ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL is crucial as it will link your Jotform to Pabbly Connect. Head over to your Jotform account, open the form builder, and navigate to the settings. Under the integrations section, search for webhooks, and paste the copied URL to complete the integration.

3. Capturing Responses from Jotform

Once your webhook is set up, it’s time to test the integration by submitting a form in Jotform. Fill in the form with a title and description of the issue, then submit it. This action will send the response back to Pabbly Connect, capturing the details for the next steps.

After submission, go back to Pabbly Connect to verify that the response has been successfully captured. You should see the submission ID, title, and description displayed in the response data.

4. Searching for User in Jira

Next, you need to set up an action in Pabbly Connect to search for the user in Jira. Select Jira as your action application and the event as ‘Search User’. This step is necessary to find the reporter’s ID who will be assigned to the created issue.

• Choose Jira as your action application.
• Select the event ‘Search User’.
• Connect to Jira by clicking ‘Add New Connection’ and authorize Pabbly Connect.

After connecting, input the name and email of the user you wish to assign the issue to. Once you click ‘Save and Send Test Request’, you will receive the account ID, which you will need for the next step.

5. Creating the Jira Issue

Now that you have the reporter’s ID, it’s time to create the actual issue in Jira. In Pabbly Connect, add another action step, selecting Jira and the event as ‘Create Issue’. Use the previously captured response data to fill in the required fields such as project, issue type, summary, and description.

Make sure to map the summary and description fields to the respective data from the Jotform response. Set the priority and assignee using the reporter’s ID you obtained earlier. After completing the setup, click ‘Save and Send Test Request’ to create the issue.

Finally, check your Jira project to ensure that the new issue has been created successfully with the details you provided from the Jotform submission.

Conclusion

Using Pabbly Connect, integrating Jotform with Jira allows you to automate issue creation seamlessly. By following the steps outlined, you can ensure that every form submission results in a corresponding issue in Jira, streamlining your workflow.