Learn how to automate updates in Google Sheets based on changes in Jira using Pabbly Connect. Follow this detailed guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To update a Google Spreadsheet row when the status changes in Jira, start by accessing Pabbly Connect. This powerful automation tool allows seamless integration between different applications. First, sign up for a free account on the Pabbly Connect website, where you can also find a link in the description of this tutorial.
Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. You can name your workflow, for example, ‘Jira Issue Updates to Google Sheets’. This naming helps you identify the workflow easily in the future when you want to make adjustments or check its functionality.
2. Setting Up the Trigger with Jira in Pabbly Connect
In this step, you will configure the trigger in Pabbly Connect to respond to updates in Jira. Click on the trigger module and select Jira Software as your trigger application. Choose the trigger event as ‘Configure Webhooks’ to create a connection between Jira and Pabbly Connect.
- Select Jira Software as the trigger application.
- Choose ‘Configure Webhooks’ as the trigger event.
- Follow the instructions to create a webhook in your Jira settings.
After setting up the webhook, you need to capture the response from Jira. This response will include data about the updated issue, which will be used in the next steps of your automation process.
3. Creating a Webhook in Jira for Pabbly Connect
Now, navigate to your Jira application dashboard. Click on the settings option in the top right corner, then select System Settings. Under the Advanced tab, locate the Webhooks option and click on it. Here, you can create a new webhook that will connect Jira with Pabbly Connect.
- Click on ‘Create a Webhook’.
- Name your webhook (e.g., ‘Google Sheets Update’).
- Paste the webhook URL generated by Pabbly Connect.
- Enable the webhook and select the issue update event.
Once the webhook is created, you will see a message indicating that it has been successfully set up. This webhook will now trigger whenever an issue is updated in Jira, sending the relevant data to Pabbly Connect.
4. Connecting Google Sheets to Pabbly Connect
After successfully setting up the trigger with Jira, the next step is to connect Google Sheets in Pabbly Connect. Click on the plus icon to add a new action step and select Google Sheets as your action application. In this step, you will configure how the data from Jira updates your Google Sheets.
Choose the action event as ‘Lookup Spreadsheet Rows’. This will allow you to check if the issue key from Jira already exists in your Google Sheets. You will need to authorize Pabbly Connect to access your Google Sheets account.
Select ‘Lookup Spreadsheet Rows’ as the action event. Authorize access to your Google Sheets account. Map the issue key received from the Jira trigger to the corresponding column in Google Sheets.
Once you have configured this step, you can test it to ensure that Pabbly Connect can successfully find the corresponding row in your Google Sheet based on the issue key from Jira.
5. Updating Google Sheets with Jira Data Using Pabbly Connect
In this final step, you will set up the action to update the Google Sheets row based on the information received from Jira. After the lookup step confirms that the issue key exists, you will add another action to update the cell value in Google Sheets. using Pabbly Connect
Select the action event as ‘Update Cell Value’. Here, you will specify the exact cell that needs to be updated, which will reflect the new status of the issue from Jira. Map the required fields from the previous steps to ensure the correct data is updated.
Choose ‘Update Cell Value’ as your action event. Specify the range of the cell that needs to be updated. Map the new status from the Jira trigger to update the cell.
After setting this up, you can test the workflow to see if the Google Sheets row updates automatically whenever the status changes in Jira. This automation will run in the background, ensuring your data stays current without manual intervention.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate updates in Google Sheets based on changes in Jira issues. By following the steps outlined, you can ensure that your project management process remains organized and efficient. Automating this integration saves time and reduces errors, making it a valuable asset for any project manager.
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