Learn how to automate creating Jira issues from Fluent Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Jira Integration
To create Jira issues from Fluent Forms submissions, start by accessing Pabbly Connect. Log into your account and navigate to the dashboard, where you can create a new workflow.
Click on the ‘Create Workflow’ button and name your workflow, such as ‘Fluent Forms to Jira Automation.’ After naming, click ‘Create’ to proceed to the next step.
2. Configuring the Trigger in Pabbly Connect
In this step, you will set up the trigger for your automation. Select Pabbly Connect and search for ‘Fluent Forms’ in the trigger options. Choose the ‘New Form Submission’ trigger event.
- Select ‘Fluent Forms’ as the application.
- Choose the trigger event as ‘New Form Submission’.
- Copy the provided webhook URL for connecting Fluent Forms.
Use this webhook URL in your Fluent Forms settings to enable data transfer to Pabbly Connect. This will allow you to capture form submissions directly.
3. Embedding Fluent Forms in WordPress
Next, you need to embed your Fluent Form into a WordPress page. Go to your WordPress dashboard, find the Fluent Forms plugin, and create your form. After saving, copy the form ID to embed it on your desired page. using Pabbly Connect
Navigate to the specific page where you want to embed the form and paste the form ID. Ensure that the form is visible to users, allowing them to submit their issues directly.
4. Connecting Jira to Pabbly Connect
Now that the trigger is set, it’s time to connect Jira. In the action step, choose ‘Jira Software’ and select the action event as ‘Create Issue’. Click on ‘Connect’ to establish the connection. using Pabbly Connect
- Select ‘Jira Software’ as the application for the action.
- Choose ‘Create Issue’ as the action event.
- Authorize the connection by logging into your Jira account.
After successfully connecting, select the project in Jira where the issues will be created. Map the fields from the form submission to the corresponding fields in Jira, such as summary and description.
5. Testing the Integration with Pabbly Connect
To finalize the setup, conduct a test submission through the Fluent Form. Fill in the necessary details and submit the form. This action will trigger Pabbly Connect to send the data to Jira, creating a new issue.
Check your Jira project to confirm that the issue has been created successfully. You should see all the details from the form submission reflected in the Jira issue, ensuring that the integration works flawlessly.
Conclusion
By following this tutorial, you can easily automate the process of creating Jira issues from Fluent Forms submissions using Pabbly Connect. This integration enhances productivity by eliminating manual data entry, allowing you to focus on more critical tasks.
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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