How to Auto Update a Status Column Value in Monday.com Using Pabbly Connect

Learn how to automate status column updates in Monday.com using Pabbly Connect and Jira integration. Follow our step-by-step tutorial for seamless workflow management. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the status column updates in Monday.com using Pabbly Connect, start by accessing the Pabbly Connect dashboard. Sign up for a free account if you haven’t already, which provides you with free automation tasks every month. Once signed in, click on the ‘Create Workflow’ button to initiate a new automation.

On the workflow page, name your workflow appropriately. This will help you easily identify it later. The next step is to establish the trigger, which in this case will be the Jira Service Management application. Select Jira from the ‘Choose App’ field and choose the trigger event as ‘Issue Transitioned’. This event will trigger the workflow whenever an issue’s status changes in Jira.

2. Connecting Jira Service Management to Pabbly Connect

Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting Jira to Pabbly Connect. Navigate to your Jira Service Management app, and under Project Settings, find the Automation option. Click on ‘Create Rule’ and select the ‘Issue Transitioned’ trigger. using Pabbly Connect

• Select the previous status as ‘Waiting for Support’.
• Set the new status to ‘Resolved’.
• Add a new action to send a web request using the webhook URL provided by Pabbly Connect.

Make sure to select the POST method and use the issue data in Jira format. Save the rule and turn it on. This will ensure that every time an issue is resolved in Jira, a corresponding update is sent to Pabbly Connect.

3. Fetching Item Details from Monday.com

After setting up the Jira connection, the next step is to fetch the corresponding item details from Monday.com. In Pabbly Connect, add a new action step and select Monday.com, then choose the action event as ‘Search Items by Column Value’. This action will help verify if the item exists in your Monday.com board. using Pabbly Connect

To connect to Monday.com, you will need to provide your API key. This can be found in the Administration section of your Monday.com account. Once connected, specify the board name and the column you want to search in. In this case, you will search for the item name that corresponds to the issue resolved in Jira.

• Select the board name as ‘Jira Tickets’.
• Map the summary of the issue from Jira to the item name column in Monday.com.

After mapping, click on ‘Save and Send Test Request’ to check if the item details are fetched correctly. This step is crucial to ensure that the workflow continues smoothly.

4. Updating Status in Monday.com

Once you have verified the item details, the next action is to update the status column in Monday.com using Pabbly Connect. Add another action step and select Monday.com again, this time choosing the action event as ‘Update Item Column Value’. This step will change the status of the corresponding item based on the issue resolution in Jira.

Select your existing connection to Monday.com and specify the board and item name. For the column, choose the status column and set the value to be updated. In this case, you will change the status from ‘Working on it’ to ‘Done’.

Map the item ID fetched from the previous step. Set the status value to ‘Done’.

Click on ‘Save and Send Test Request’ to finalize the update. This will automatically change the status in Monday.com whenever an issue is resolved in Jira, enhancing team synchronization.

5. Conclusion

In this tutorial, we demonstrated how to automate the update of status column values in Monday.com using Pabbly Connect and Jira. By setting up triggers and actions, you can ensure that your project management remains synchronized without manual intervention. This integration not only saves time but also enhances team collaboration.

With Pabbly Connect, you can easily manage your workflows and automate repetitive tasks, allowing your team to focus on more critical aspects of your projects. Start using Pabbly Connect today to streamline your processes!