Integrate WhatsApp with Jira Using Pabbly Connect for Automated Notifications

Learn how to automate WhatsApp notifications for new Jira issues using Pabbly Connect. Step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To begin automating WhatsApp notifications for new issues created in Jira, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. If you are a new user, you can create a free account in just a few minutes by clicking the ‘Sign Up Free’ button.

Once logged into your Pabbly Connect account, you will see a dashboard. Here, you can start by clicking the ‘Create Workflow’ button to initiate your automation process. You will then need to name your workflow, such as ‘Send WhatsApp Notifications When New Issue is Created in Jira,’ and click on the ‘Create’ button to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your automation. The trigger will be the event that starts the workflow, while the action is what happens as a result. In our case, the trigger will be a new issue created in Jira, and the action will be sending a WhatsApp message.

• Select ‘Jira Software’ as the trigger application.
• Choose the trigger event as ‘New Issue Created’.
• Select ‘WhatsApp’ as the action application.
• Choose the action event as ‘Send WhatsApp Template Message’.

Now, you will connect both applications through Pabbly Connect. This involves selecting the trigger event and configuring the webhook URL provided by Pabbly Connect in your Jira settings. This step is crucial for establishing the connection that will allow data to flow between Jira and WhatsApp.

3. Configuring the Jira Webhook for Integration

Next, you need to configure the webhook in Jira to link it with Pabbly Connect. Start by opening your Jira software and selecting the project for which you want to set up the automation. Navigate to the ‘Settings’ option, then to ‘System’ and select ‘Webhooks’ from the left-hand menu.

Click on the ‘Create a Webhook’ button and provide a name for your webhook, such as ‘Jira Automation with Pabbly Connect’. Paste the webhook URL from Pabbly Connect into the designated field. Ensure that the status is enabled and select the events that should trigger this webhook, specifically the creation of new issues.

After setting up the webhook, click on the ‘Create’ button. This action will allow Jira to send data to Pabbly Connect whenever a new issue is created, enabling automated WhatsApp notifications to be sent to your team or manager.

4. Sending WhatsApp Notifications through Pabbly Connect

With the webhook configured, the next step is to set up the action for sending WhatsApp notifications. In Pabbly Connect, after the trigger has been set up, you will now select the WhatsApp application for the action. You will need to enter your WhatsApp API credentials, including the secret key obtained from the WhatsApp Cloud API.

• Provide your WhatsApp number in the required format.
• Enter the template code for the message you want to send.
• Map the variables such as project name, issue type, title, and description to personalize the message.

Once all fields are filled, click on the ‘Save and Send Test Request’ button. This will send a test message to the specified WhatsApp number, allowing you to verify that the integration is functioning correctly. If everything is set up properly, you will receive a WhatsApp notification whenever a new issue is created in Jira.

5. Testing and Verifying the Integration

After setting up the automation, it’s essential to test and verify that the integration works as intended. Create a new issue in your selected Jira project. As soon as the issue is created, Pabbly Connect will capture this event through the configured webhook.

Check your WhatsApp for the notification. The message should include the relevant details about the new issue, such as the project name, issue type, title, and description. If the message is received successfully, it confirms that the integration between Jira and WhatsApp through Pabbly Connect is fully functional.

If you encounter any issues, revisit the settings in both Jira and Pabbly Connect to ensure all configurations are correct. Once verified, you can rely on this automation to keep your team informed about new issues without any manual effort.

Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp notifications for new Jira issues enhances team communication and efficiency. By following the steps outlined, you can ensure that your workflow is streamlined and that important updates are communicated promptly.