How to Create Jira Service Management Requests from New Jotform Entries Using Pabbly Connect

Learn how to automate the creation of Jira Service Management requests from new Jotform entries using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Your Workflow

To create Jira Service Management requests from new Jotform entries, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you do not have an account, consider signing up for free to get started with automation tasks.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right of the screen. You will be prompted to name your workflow. For this integration, you can name it ‘Jotform Management’. After naming the workflow, click on the ‘Create’ button to proceed.

2. Set Up Trigger for Jotform in Pabbly Connect

In this step, you will set up the trigger to capture new Jotform entries using Pabbly Connect. Select Jotform as your trigger application and choose the event ‘New Response’. This event will initiate the automation whenever a new response is received in Jotform.

After selecting the trigger event, you will be provided with a webhook URL. This URL is essential for connecting Jotform with Pabbly Connect. Copy this webhook URL and navigate to your Jotform dashboard. Here are the steps to integrate the webhook:

• Open the form you want to integrate.
• Go to the ‘Settings’ tab.
• Select ‘Integrations’ and search for ‘Webhooks’.
• Paste the copied webhook URL and complete the integration.

Once the integration is set, Pabbly Connect will wait for a response from Jotform to confirm the connection. You can test this by submitting a dummy entry in your Jotform.

3. Test the Jotform Integration with Pabbly Connect

After setting up the webhook in Jotform, it’s time to test the integration using Pabbly Connect. Go back to your Jotform and fill out the form with dummy data, then submit it. This submission will trigger the webhook and send the data to Pabbly Connect.

In Pabbly Connect, you should see the response populated with the details you submitted. This includes the customer’s first name, last name, email address, contact number, the issue they are facing, and a summary of the issue. This confirms that Jotform is successfully integrated with Pabbly Connect.

4. Create Customer Request in Jira Service Management

Next, you will set up the action to create a customer request in Jira Service Management using Pabbly Connect. Select Jira Service Management as your action application and choose the event ‘Create Customer Request’. You will need to connect your Jira account to Pabbly Connect by providing the necessary credentials and authorizing the connection.

Once connected, select the service desk you want to use. In this case, choose the ‘Demo Service Project’. You will also need to map the fields from Jotform to Jira. For example, map the customer’s display name, email address, and issue details to the corresponding fields in Jira. This mapping ensures that the information from Jotform is accurately reflected in the customer request.

• Select the request type based on your requirement.
• Map the customer’s name and issue details from Jotform.
• Test the request to ensure it is created successfully in Jira.

After configuring the fields, save and test the integration. You should see a response indicating that the customer request has been created in Jira Service Management.

5. Verify the Customer Request in Jira

Finally, verify that the customer request has been created in Jira Service Management using Pabbly Connect. Go to your Jira dashboard and navigate to the ‘Customers’ section. Here, you should find the customer you just added with the details from Jotform.

Refresh the page to see the newly created customer request. You will notice the issue key and other details populated from the Jotform submission. This confirms that the integration is working seamlessly, allowing you to automate the process of creating customer requests from Jotform entries through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Jira Service Management requests from new Jotform entries using Pabbly Connect. By following the steps outlined, you can streamline your workflow and ensure that customer requests are efficiently managed. Automating this process not only saves time but also enhances productivity.