Integrating Trello with Jira in Real Time Using Pabbly Connect

Learn how to automate the creation of Jira issues from Trello cards in real time using Pabbly Connect. Step-by-step tutorial 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. Setting Up Pabbly Connect for Trello and Jira Integration

To start integrating Trello with Jira, you need to log in to your Pabbly Connect account. If you don’t have an account, visit the Pabbly website to create a free trial account, which only takes a couple of minutes. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button to begin. Name your workflow something relevant like ‘Create Jira Issue from Trello Automatically’, then click on the ‘Create’ button. You will see options for setting up a trigger and an action, which are essential for this automation process.

2. Configuring the Trigger in Pabbly Connect

The first step in the automation is to set up the trigger. In this case, the trigger will be a new card added to Trello. In the trigger application field, select Trello and then choose the event called ‘New Card’. This event will initiate the workflow whenever a new card is created in Trello.

• Select Trello as the trigger application.
• Choose ‘New Card’ as the trigger event.
• Click on ‘Connect’ and then ‘Add New Connection’.

After clicking on ‘Add New Connection’, you will need to input your Trello username, API key, and token. You can find these details in your Trello account settings. Once you’ve entered this information, click ‘Save’ to establish the connection. This will allow Pabbly Connect to monitor your Trello board for new cards.

3. Testing the Connection and Adding a Test Card

After setting up the trigger, it’s time to test the connection. Click on ‘Save and Send Test Request’. This action tells Pabbly Connect to check if the connection to Trello is successful. You will see a message indicating that it’s waiting for a response, which means it’s ready to capture data from a new card. using Pabbly Connect

To test it, go to your Trello board and create a test card. For example, name it ‘Bug Found’. After adding the card, return to Pabbly Connect and check if it has captured the card details. This step is crucial as it validates that the integration is functioning properly.

4. Creating an Issue in Jira Based on Trello Card Details

Now that you have successfully set up the trigger and tested the connection, it’s time to create an issue in Jira. In Pabbly Connect, add a new action step and select Jira as the application. Choose ‘Create Issue’ as the action event. This action will allow you to create a new issue in Jira whenever a new card is added to Trello. using Pabbly Connect

• Select Jira as the action application.
• Choose ‘Create Issue’ as the action event.
• Connect to your Jira account and authorize Pabbly Connect.

Fill in the required fields such as the project name, issue type, summary, and description using the data captured from Trello. Make sure to map these fields correctly so that the issue created in Jira reflects the details from the Trello card. Once done, click ‘Save and Send Test Request’ to create the issue.

5. Finalizing the Integration and Using Filters

To ensure that only one issue is created per Trello card, you can implement a filter in Pabbly Connect. This filter checks if the action type is equal to ‘Create Card’. This way, it prevents multiple issues from being created when you update the card later. using Pabbly Connect

After applying the filter, add a delay step to allow time for filling in the card details before the issue is created in Jira. Set the delay for a few minutes. Finally, test the entire workflow by creating a new card in Trello, filling out its details, and checking if the issue is created in Jira with all the correct information.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate Trello with Jira, allowing you to create Jira issues automatically from Trello cards. By following these steps, you can save time and streamline your workflow, ensuring that your project management tasks are efficiently handled in real time.