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

Learn how to create Jira issues from Outlook emails using Pabbly Connect. This tutorial provides a detailed guide to automate your workflow effectively. 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. Setting Up Pabbly Connect for Outlook and Jira Integration

To begin the integration process, you will need to access Pabbly Connect. This platform serves as the automation solution that connects your Outlook account with Jira. First, log into your Pabbly Connect account and navigate to the dashboard.

Once you are on the dashboard, click on the big blue button to create a new workflow. Name your workflow something descriptive, like ‘Create Jira Issues from Outlook Mails’. This will allow you to easily identify the automation process in the future.

2. Configuring the Trigger: New Mail in Microsoft 365

After setting up your workflow, the next step is to configure the trigger using Pabbly Connect. Select Microsoft 365 as your trigger application and choose the event ‘New Mail’. This means that every time a new email is received in your Outlook account, the workflow will be activated.

Click on the connect button to link your Microsoft 365 account with Pabbly Connect. A prompt will appear asking for permission to access your account. Confirm the access, and once authorized, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to fetch the latest email from your Outlook inbox.

• Select Microsoft 365 as the trigger application.
• Choose the event ‘New Mail’.
• Authorize access to your Microsoft account.

After sending a test email to your Outlook, return to Pabbly Connect and check if the email details are successfully retrieved. This ensures that your trigger is configured correctly.

3. Setting Up the Action: Create an Issue in Jira

With the trigger set up, the next step is to define the action in Pabbly Connect. Choose Jira as your action application and select the event ‘Create Issue’. This will allow Pabbly Connect to create a new issue in your Jira project based on the email received.

Before proceeding, you will need the reporter’s ID from Jira. To do this, add a step to search for the user in Jira. Click on ‘Connect’ to establish a connection with your Jira account, and authorize access as you did with Microsoft 365.

• Select Jira as the action application.
• Choose the event ‘Create Issue’.
• Get the reporter’s ID by searching for the user.

Once you have the reporter’s ID, you can map the necessary fields such as project, issue type, summary, and description. Ensure that the issue type is set as ‘Task’ and fill in the summary and description fields with the corresponding data fetched from the email.

4. Testing and Verifying the Integration

After mapping all the required fields in the action step, it is time to test your integration using Pabbly Connect. Click on ‘Save and Send Test Request’. This will attempt to create an issue in Jira based on the information received from the email.

Once the test request is sent, check your Jira account to verify if the issue has been created successfully. Refresh your Jira dashboard and look for the new issue. You should see the summary, description, and any other details you mapped from the email.

If everything is set up correctly, you will see the issue created in Jira with all the relevant information from your Outlook email. This confirms that the integration is working as intended.

5. Conclusion: Automate Your Workflow with Pabbly Connect

Integrating Outlook with Jira using Pabbly Connect allows you to automate the process of creating issues from emails. This not only saves time but also ensures that important tasks are tracked effectively. By following the steps outlined in this tutorial, you can streamline your workflow and enhance productivity.

With Pabbly Connect, you can explore further integrations with other applications, making it a versatile tool for automating various tasks. Start using Pabbly Connect today to simplify your work processes!