Integrate Gmail with Jira Using Pabbly Connect: A Step-by-Step Guide

Learn how to create Jira issues from Gmail using Pabbly Connect. Follow this detailed tutorial for seamless integration and automation. 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 Gmail to Jira Integration

To begin integrating Gmail with Jira, you will need to access Pabbly Connect. Start by visiting the Pabbly website, where you can either sign in or sign up for a new account. Signing up is free and gives you access to 100 free tasks each month.

Once logged in, navigate to the dashboard and select the option to create a new workflow. You can name your workflow something like ‘Gmail to Jira Issues’ to keep track of your automation. This setup will allow you to automatically create Jira issues from specific emails received in Gmail.

2. Setting Up Email Parser in Pabbly Connect

The next step involves setting up the email parser in Pabbly Connect. This feature will allow you to filter emails based on specific criteria. Choose Gmail as your trigger application and select the email parser option. This is essential for receiving emails that will be forwarded to your Jira.

• Copy the email address provided by the email parser.
• Set up a filter in Gmail to forward relevant emails to this address.
• Confirm the forwarding by entering the confirmation code sent to your Gmail.

After setting up the email parser, ensure that the filter is configured correctly so that only emails with specific keywords, such as ‘issue’, are forwarded to Jira. This ensures that only relevant emails trigger the creation of issues in your Jira software.

3. Connecting Jira to Pabbly Connect

With the email parser in place, the next step is to connect your Jira account to Pabbly Connect. Select Jira as your action application and choose the option to create a new issue. You will need to authenticate your Jira account by providing the necessary credentials.

Once connected, you can select the project where the issues will be created. Specify the issue type, summary, description, and priority based on the information extracted from the email. For example, the summary can be the subject of the email, while the description can be the body text.

4. Testing the Integration Between Gmail and Jira

After configuring both Gmail and Jira in Pabbly Connect, it’s time to test the integration. Send a test email to your Gmail account with the keyword ‘issue’ in the subject line. This email should automatically trigger the workflow you created.

Check your Jira project to see if the issue has been created successfully. The issue summary and description should match the content of the test email. If everything works as expected, your integration is set up correctly.

5. Finalizing Your Gmail to Jira Automation

Once you have verified that the integration works, finalize your setup in Pabbly Connect. Make sure to save your workflow and enable it. This ensures that every relevant email received in your Gmail will automatically create an issue in Jira.

Additionally, you can customize your filters to include other keywords or modify the priority and assignment settings in Jira. This flexibility allows you to tailor the integration to your specific needs, making your workflow even more efficient.

Conclusion

In this tutorial, we explored how to seamlessly integrate Gmail with Jira using Pabbly Connect. By following these steps, you can automate the creation of Jira issues from specific emails, enhancing your workflow efficiency and communication. This integration allows you to focus on resolving issues rather than manually creating tickets, streamlining your project management process.