Let us look at how you can integrate Jira with ClickUp and automatically create tasks in ClickUp from newly created Jira issues.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Jira with Pabbly Connect to capture new issues, then link Pabbly Connect with ClickUp and create new tasks using the captured issues.
Steps to Automatically Create ClickUp Tasks from Jira Issues
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Jira and Pabbly Connect
3. Setup ClickUp as the Action App to Create New Tasks
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Jira and Pabbly Connect
We will now look at the steps through which we will establish a link between Jira and Pabbly Connect. This will help us to fetch the newly created Jira issues.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Jira Software (Triggers).
Choose ‘Jira Software (Triggers)’ as the Trigger App and select ‘Configure Webhooks’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Jira account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Jira Software, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Jira Account
Log in to your Jira account, and navigate to ‘Settings’ > ‘System’ > ‘Webhooks’.
Name your Webhook, select Status as ‘Enabled’, and paste the Webhook URL we copied earlier.
Specify a JQL query e.g; project = “Project Name” AND issuetype = Task, check Issue “created”, and click on ‘Create’.
D. Test Connection
To test the established connection, we will create a new issue and check for the response received.
Expand the Response Received, where the details of the issue ticket you just created must be visible.
Step 3:- Setup ClickUp as the Action App to Create New Tasks
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to use the captured Jira issues to create tasks in ClickUp. Therefore, ClickUp will be our Action App.
A. Action App
Choose ‘ClickUp’ as the Action App, select ‘Create Task’ as an Action Event, and click on ‘Connect’.
B. Connect ClickUp Account
To connect with your ClickUp account, select ‘Add New Connection’. You will be prompted to enter your API Token.
Login to your ClickUp account, and click on your ‘Profile Icon’ > ‘Apps’.
Copy your API Token, paste it into its give field, and click on ‘Save’.
Select your Workspace, Space, Folder Name, and List Name where you want to create the tasks.
Map the Task Name from the step above.
Similarly, map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, a task will be added to your ClickUp task list.
Our automation is complete. We have successfully integrated Jira with ClickUp. Each time you create a new Jira issue, a task containing the issue details will automatically be added to your ClickUp account.
You can copy this entire workflow by clicking this link.
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