Integrate Jira and Zoho Cliq with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Jira with Zoho Cliq using Pabbly Connect. Follow our step-by-step tutorial to automate issue notifications seamlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process between Jira and Zoho Cliq, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect. If you’re a new user, you can sign up for free and receive 100 free tasks to get started.

Once signed in, you will be directed to the all apps page. Click on the option to access Pabbly Connect, which will take you to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something like ‘Send Jira Issues to Zoho Cliq Channel’. After naming your workflow, click on the ‘Create’ button to proceed.

This will lead you to a new window with two important sections: Trigger and Action. The trigger application will be Jira, and the action application will be Zoho Cliq. Select Jira as your trigger application and proceed to configure the webhook for the integration.

3. Configuring the Jira Webhook

In the trigger section, select Jira and choose the ‘Configure Webhooks’ event. Pabbly Connect will generate a webhook URL for you. Copy this URL as it will be used to connect Jira with Pabbly Connect.

Next, log into your Jira account and navigate to the settings. Under the ‘System’ tab, find the ‘Webhooks’ section. Click on ‘Create a Webhook’ and name it (e.g., ‘New Webhook Listener’). Paste the copied webhook URL in the appropriate field and select the event type as ‘Issue Created’. Finally, click on ‘Create’ to save the webhook.

4. Testing the Webhook Connection

After creating the webhook in Jira, go back to Pabbly Connect and perform a test submission to ensure that the connection is working. Create a new issue in Jira with relevant details such as summary and description. Once the issue is created, you should see a successful API response in Pabbly Connect, confirming that the data has been received.

Now that the webhook connection is confirmed, it’s time to set up Zoho Cliq as the action application. Select Zoho Cliq and choose the ‘Send Message to Channel’ action event. Click on connect to establish the connection with your Zoho Cliq account.

5. Setting Up Zoho Cliq in Pabbly Connect

To connect Zoho Cliq with Pabbly Connect, you will need to enter your Zoho domain. Go to your Zoho Cliq account to find the domain name, then return to Pabbly Connect and paste it into the required field. Click on ‘Save’ and then accept the authorization to complete the connection.

Once connected, you can map the fields required for sending messages to the Zoho Cliq channel. You will need to specify the channel name, message content, and any other relevant details. For example, you can write a message like ‘A new issue has been created on Jira software’ along with the issue summary and description. After mapping the fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

Conclusion

By following these steps using Pabbly Connect, you can successfully integrate Jira with Zoho Cliq to automate the process of sending issue notifications to your team. This integration not only saves time but also improves communication within your team, allowing for a more efficient workflow.