Automate Jira Issue Updates to Microsoft 365 Email Using Pabbly Connect

Learn how to automate Jira issue updates to Microsoft 365 email using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jira and Microsoft 365 Integration

To begin automating the process of sending updated Jira issue details via Microsoft 365 email, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free to get started.

Once logged in, locate the ‘Create Workflow’ button on the top right. You will be prompted to name your workflow. For this integration, you can name it ‘Jira to Microsoft 365’. This sets the stage for your automation, which will be built around a trigger event from Jira and an action in Microsoft 365.

2. Setting Up the Jira Trigger in Pabbly Connect

In this step, you’ll configure the Jira trigger using Pabbly Connect. Select ‘Jira Software’ as your trigger application. The trigger event you need to choose is ‘Configure Webhooks’. This allows Pabbly Connect to listen for updates on your Jira issues.

• Select the ‘Configure Webhooks’ trigger event.
• Copy the generated webhook URL from Pabbly Connect.
• Follow the instructions to set up the webhook in your Jira account.

To do this, log into your Jira account, navigate to the ‘Settings’ section, and then to ‘System’. From there, select ‘Advanced’ followed by ‘Webhooks’. Click on ‘Create a Webhook’, paste the copied URL, and ensure the status is enabled. You can name the webhook according to your preference.

3. Testing the Jira Integration with Pabbly Connect

Now that you have set up the webhook in Jira, it’s time to test the integration through Pabbly Connect. Update an issue in your Jira dashboard to trigger the webhook. For instance, change the status of a Jira issue from ‘Waiting for Support’ to ‘In Progress’. This action will send the updated information to Pabbly Connect.

After making the update, return to Pabbly Connect and check if it has captured the response. You should see details such as the issue key, issue type, and current status. This confirms that your Jira and Pabbly Connect integration is working correctly.

4. Adding a Row to Excel from Jira Updates via Pabbly Connect

Next, you will set up an action in Pabbly Connect to add the Jira issue updates to an Excel sheet. Select ‘Microsoft Excel’ as the action application and choose the ‘Add Row to Worksheet’ action event. This will allow you to log the updates into your Excel file.

• Connect to your Microsoft Excel account through Pabbly Connect.
• Select the appropriate worksheet where you want to log the data.
• Map the fields from Jira to the corresponding columns in Excel.

For instance, map the issue key, request type name, current field status, and date of change. After mapping, save and send a test request to ensure that the data is correctly added to your Excel sheet.

5. Sending the Updated Excel via Microsoft 365 Email

Finally, you will set up the action to send the updated Excel file via email using Microsoft 365 in Pabbly Connect. Select ‘Microsoft 365’ as the action application and choose the ‘Send Email’ action event. This allows you to send an email with the Excel file as an attachment.

Fill in the email details such as subject, body content, and the recipient’s email address. For the body content, you might write something like ‘Hi, please find the attachment’. Make sure to include a link to the updated Excel file in the email body. After completing these steps, save and send a test request to verify that the email is sent successfully.

Conclusion

This tutorial demonstrated how to automate the process of sending updated Jira issue details to Microsoft 365 email using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that important updates are communicated effectively.