Learn how to seamlessly integrate Jira issues into Google Sheets using Pabbly Connect. This step-by-step guide covers the entire process. 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. Overview of Pabbly Connect for Jira and Google Sheets Integration
To integrate Jira issues into Google Sheets, you will use Pabbly Connect. This powerful automation tool allows you to create workflows that connect different applications without coding. By using Pabbly Connect, you can automate the process of adding new Jira issues directly into your Google Sheets.
First, you need to create a systematic record of issues in your Google Sheets. This is essential for businesses that handle multiple tasks daily. Using Pabbly Connect, you can easily set up this automation to save time and increase efficiency.
2. Setting Up Pabbly Connect for Automation
To begin, navigate to the Pabbly Connect website and sign in or create a new account. Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to start your integration process.
- Click on the ‘Create Workflow’ button.
- Select the new beta method for a more modern approach.
- Name your workflow, for example, ‘Add New Jira Issue in Google Sheets.’
After naming your workflow, you will set up the trigger and action steps. The trigger will be the event in Jira that initiates the workflow, while the action will be to add the information to Google Sheets using Pabbly Connect.
3. Configuring the Trigger for Jira Issues
In this step, you will configure the trigger to capture new issues created in Jira. In Pabbly Connect, select ‘Jira Service Management’ as your trigger application.
- Choose the event ‘Work Item Created’ to capture new Jira issues.
- Click on the ‘Connect’ button to establish a connection.
- Copy the webhook URL provided by Pabbly Connect.
Next, log into your Jira account, navigate to the automation settings, and create a new rule. This rule will send data to the webhook URL you copied earlier. This step is crucial as it links Jira to Pabbly Connect for automatic updates.
4. Setting Up the Action to Add Rows in Google Sheets
Once the trigger is set up, you will configure the action in Pabbly Connect to add a new row in Google Sheets. Select ‘Google Sheets’ as your action application.
Choose the event ‘Add New Row’ to input data into your spreadsheet. Connect your Google account to allow Pabbly Connect to access your sheets. Select the spreadsheet and sheet where you want to add the Jira issue data.
Map the fields from the Jira issue to the corresponding columns in your Google Sheet. This includes details like the item ID, name, description, priority level, and due date. By doing this, Pabbly Connect ensures that all relevant information is accurately recorded.
5. Testing Your Automation with Pabbly Connect
To ensure everything is working correctly, create a new issue in Jira after setting up your automation in Pabbly Connect. This will trigger the workflow you just configured.
After creating the issue, check your Google Sheets to verify that the new row has been added with all the details. You should see the created at date, item name, description, priority, and due date populated in your sheet.
This integration allows you to maintain a systematic record of your tasks without manual entry, enhancing productivity and organization. With Pabbly Connect, you can automate your workflows and focus on more critical aspects of your business.
Conclusion
Integrating Jira issues into Google Sheets using Pabbly Connect streamlines your workflow by automating data entry. This tutorial provided a step-by-step guide to set up this integration effectively. By following these steps, you can save time and maintain accurate records of your 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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