Integrating Jira with Zoho Projects Using Pabbly Connect

Learn how to create new tasks in Zoho Projects for new issues in Jira using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the task creation in Zoho Projects for new issues in Jira, you’ll first need to access Pabbly Connect. Simply go to the Pabbly Connect landing page and sign in if you are an existing user or sign up for a free account if you are new.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is the first step in establishing a connection between Jira and Zoho Projects using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ option. You will be prompted to name your workflow. For this integration, name it ‘Create New Task in Zoho Projects for New Issues in Jira’. After naming, select your desired folder to organize your workflows.

• Click on ‘Create’ to proceed.
• Choose ‘Jira’ as your trigger application.
• Select ‘Configure Webhooks’ as the trigger event.

This setup allows Pabbly Connect to monitor new issues created in Jira and initiate the workflow for creating tasks in Zoho Projects.

3. Setting Up the Trigger in Jira

After selecting Jira as the trigger application, you will receive a webhook URL from Pabbly Connect. This URL is essential as it acts as a bridge between your Jira account and Pabbly Connect.

Next, go to your Jira account, navigate to ‘Settings’, and then ‘System’. Scroll down to find ‘Webhooks’, and create a new webhook. Name it ‘Demo Webhook’ and paste the webhook URL you copied from Pabbly Connect. Set the description and configure the issues you want to track.

4. Testing the Connection Between Jira and Pabbly Connect

Once the webhook is set up in Jira, return to Pabbly Connect. It will indicate that it is waiting for a webhook response. To test this, create a new issue in Jira.

• Select the project and issue type.
• Fill in the summary and description of the issue.
• Click ‘Create’ to submit the issue.

After creating the issue, check back in Pabbly Connect to see if the response has been recorded successfully. If everything is set up correctly, you should see the details of the newly created issue.

5. Creating a Task in Zoho Projects

With the successful response from Jira, the next step is to create a task in Zoho Projects. For this, go back to Pabbly Connect and add another action application, selecting Zoho Projects.

Choose ‘Create Task’ as the action event. You will need to connect your Zoho Projects account by providing the domain name and accepting the connection. After connecting, fill in the task details, such as task name and description, using the data mapped from the Jira issue.

Finally, save and test the request. If successful, you will see the task created in your Zoho Projects account, confirming that the integration works seamlessly through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate task creation in Zoho Projects for new issues in Jira. By following the steps outlined, you can ensure a smooth workflow between these applications, enhancing your project management efficiency.