Automate Jira Issue Creation with Formstack and Pabbly Connect

Learn how to automate Jira issue creation using Formstack submissions with Pabbly Connect in this detailed tutorial. Streamline your workflow effortlessly! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin automating the creation of Jira issues using Formstack submissions, first, you need to access Pabbly Connect. Log into your Pabbly Connect account and navigate to the dashboard. If you don’t have an account, you can create one quickly using the link provided in the video description. Pabbly Connect offers a free plan that allows you to perform 100 automation tasks every month.

Once you are on the dashboard, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to initiate the integration process. This step is crucial as it sets the foundation for your automation task.

2. Create a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you will be prompted to name your workflow. For this integration, name it something descriptive like ‘Create Issues in Jira Using Form Responses via Formstack Forms’. Once named, click on the ‘Create’ button to proceed. using Pabbly Connect

This workflow will consist of two main components: a trigger and an action. The trigger will be a new submission received from the Formstack form, while the action will be to create an issue in Jira using the data from that submission. Understanding this flow is vital for setting up your automation correctly.

• Name your workflow for easy identification.
• Ensure the workflow captures both trigger and action components.

With your workflow created, you are now ready to set up the trigger for Formstack.

3. Set Up Trigger with Formstack

In the trigger section of your workflow, select Formstack as the application. This is where Pabbly Connect shines, allowing you to easily integrate Formstack with Jira. Search for Formstack in the ‘Choose App’ field and select it. The trigger event you need to choose is ‘New Form Submission’.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to log into your Formstack account if you are not already logged in. Once logged in, authorize the connection to allow Pabbly Connect to access your Formstack data.

• Select ‘New Form Submission’ as the trigger event.
• Authorize Pabbly Connect to access your Formstack account.

After authorization, you will need to select which form you want to use for this integration. Choose the appropriate form from the dropdown list and click on ‘Save and Send Test Request’ to proceed.

4. Testing the Formstack Trigger

Once you have selected your Formstack form, it’s time to test the trigger. This involves filling out the Formstack form as a demo issue. Ensure you provide all necessary details such as the team member’s name, email, issue summary, and description. Once submitted, Pabbly Connect will fetch this data automatically.

After submitting the form, return to Pabbly Connect and check if the data from the form submission has been captured successfully. This step is crucial as it verifies that your trigger is working correctly before moving on to the action step.

Fill out the Formstack form with demo data. Verify that Pabbly Connect captures the data correctly.

If the data appears correctly, you are ready to set up the action to create an issue in Jira.

5. Create an Issue in Jira

For the action step, select Jira as the application. In the action event, choose ‘Create Issue’. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Jira account with Pabbly Connect. You will need to log in and authorize access to your Jira account.

Once connected, you will be prompted to fill out the necessary fields for the new Jira issue. This includes the project name, issue type, summary, and description. Use the data fetched from the Formstack submission to populate these fields appropriately.

Select the project and issue type for the new Jira issue. Map the summary and description from Formstack data.

After completing these fields, click on ‘Save and Send Test Request’ to create the issue in Jira. If successful, you will see the new issue appear in your Jira project, confirming that your integration is working flawlessly.

Conclusion

In this tutorial, we explored how to automate the creation of Jira issues using Formstack submissions through Pabbly Connect. By following these steps, you can streamline your workflow and save time on manual data entry. This integration not only enhances productivity but also ensures that your team can focus on more critical tasks. Start using Pabbly Connect today to take your automation to the next level!