Learn how to automate Jira issue creation from Typeform submissions using Pabbly Connect. Follow this step-by-step tutorial to streamline your workflow. 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 for Jira and Typeform Integration
To start automating issue creation in Jira from Typeform submissions, you need to access Pabbly Connect. First, visit Pabbly.com/connect to sign up for a free account. This platform allows you to create workflows that connect various applications seamlessly.
Once you have signed up, log in to your Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. You can name your workflow, for example, ‘Typeform to Jira Integration,’ and then click on ‘Create’ to proceed.
2. Setting Up the Trigger with Typeform
The next step is to set up the trigger in Pabbly Connect. Select Typeform as your trigger application and choose the event as ‘New Entry’. This means that every time a new form submission is made, it will trigger the workflow.
- Choose Typeform as the trigger application.
- Select ‘New Entry’ as the trigger event.
- Connect your Typeform account to Pabbly Connect.
After connecting, select the form you want to use for issue creation in Jira. Once you have selected your form, click on ‘Save and Send Test Request’ to ensure that the connection works and to retrieve the data from the form submission.
3. Creating Issues in Jira Using Pabbly Connect
Now that you have set up the trigger, the next step is to create an issue in Jira using the data captured from Typeform. In Pabbly Connect, select Jira Software as your action application and choose the action event as ‘Create Issue’.
Connect to your Jira account by selecting ‘Add New Connection’. You will need to provide your Atlassian domain and grant access to Pabbly Connect. After connecting, you can select the project under which the issue will be created and map the fields from your Typeform submission to the Jira issue fields.
- Select the project name from Jira.
- Map fields such as summary and description using the data from Typeform.
- Assign the issue to a specific team member if needed.
Once all the fields are mapped, click on ‘Save and Send Test Request’ to create the issue in Jira. This will allow you to verify that everything is working correctly.
4. Adding Due Dates to Jira Issues
To enhance your workflow, you can add a due date to the Jira issues created through Pabbly Connect. To do this, insert a new action step by clicking the plus icon between the Typeform trigger and the Jira action.
Search for the ‘Date Time Formatter’ app in Pabbly Connect and select the action event as ‘Modify Current Date’. Here, set the operation to add one day to the current date. This will set a due date for the issue resolution.
Select the date format as specified in the Jira due date field. Choose your time zone for accurate date settings. Map the modified date to the due date field in Jira.
After setting up the due date, refresh the connection with Jira to ensure that the new date mapping is available. Then proceed to test and finalize your workflow.
5. Finalizing the Integration and Testing
Once you have configured all the steps in Pabbly Connect, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ one last time to create an issue in Jira with all the mapped data, including the due date.
Check your Jira project to see the newly created issue. You should see the issue populated with the data from your Typeform submission, including the summary, description, and due date. This confirms that the automation is working as intended.
Verify that the issue appears in your Jira project. Ensure all details are correctly filled in based on the form submission. Test the workflow with multiple submissions to confirm reliability.
Once confirmed, your automation setup is complete, and you can now enjoy seamless issue creation in Jira from Typeform submissions without manual intervention.
Conclusion
In this tutorial, we explored how to automate Jira issue creation from Typeform submissions using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance customer experience efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect allows for easy integration between applications, ensuring that your team can focus on resolving issues promptly without manual data entry. Start automating today!