how-to-create-jira-issues-from-wordpress-form-submissions

How to Create Jira Issues from WordPress Form Submissions

Do you want to create Jira issues automatically using your WordPress forms? Jira is an online tool that allows you to track the issues and bugs related to your software projects.

In this article, we’ll show you how to create Jira issues from WordPress form submissions without any hassle.

Why Use a WordPress Form to Create Jira Issues?

Jira is a useful project management tool for developers. They can use this tool to keep track and prioritize their software related bugs and issues.

Now, most of the bugs are usually found and reported by the users of the software. So you’ll have to manually create new issues in your Jira account once they are reported.

However, this can be a time-consuming task for you.

The best solution is to start a WordPress site and then, use the WPForms plugin to create a bug submission form.

WPForms plugin for WordPress

In case you don’t know, WPForms is a user-friendly form builder plugin. You can easily use its drag and drop interface to create any kind of form and then, embed it to your WordPress site.

Next, you’ll have to connect that form to your Jira account with the help of Zapier. This will help you to create new issues automatically in your Jira account whenever someone submits the form.

So without further ado, let’s take a look at the step by step process of creating Jira issues from WordPress form submissions.

Step 1: Create a WordPress Form

To get things started, you’ll have to create a bug submission form with the help of the WPForms plugin.

So install and activate the WPForms plugin if you haven’t already done that. You can follow the step by step guide on how to install a WordPress plugin for detailed instructions.

The next thing you need to do is install the Form Templates Pack addon. This addon offers 100+ additional form templates including the bug tracker form.

So head over to WPForms » Addons from the left sidebar of your admin panel.

Next, you’ll have to search for the Form Templates Pack addon on that page. Once you find it, you should install and activate the addon.

Form Templates Pack addon

Now you need to go to WPForms » Add New from the left sidebar of your WordPress admin panel. This will take you to the setup page where you can choose a template for your form.

On this page, you need to search for the “Bug Tracker” form under the Additional Templates section.

Bug Tracker form template

Once you find it, you need to click on it to edit this template.

You can easily add or remove fields from this form. For example, you should add a text field to this form and name it as Subject. This field will be used by your users to write briefly about the bug or issue.

You can also go to the settings page to configure the notification and the confirmation settings of this form.

Once you’re done, you need to save the changes by clicking on the Save button, present at the top-right corner of your screen.

Save Bug Tracker form

Step 2: Add a Test Entry to Your Form

The next thing you need to do is add at least one test entry to your form. This will be required later for testing the connection between WPForms and Jira.

Let’s use the preview option of the form to add a test entry.

First, you need to head over to the WPForms » All Forms page to view all your forms. And then, you’ll have to hover your mouse cursor over the title of the bug tracker form.

Preview Bug Tracker form create jira issues

You’ll now see some options below the title of your form. Go ahead and click on the Preview link to open your form in a new tab of your web browser.

Finally, you need to fill in the form and then click on the Submit button to create a test form entry.

Step 3: Install Zapier Addon

It’s time to install the Zapier Addon on your WordPress site.

Wait! What is Zapier? Zapier is an automation tool that allows you to do a continuous task by connecting 2 or more apps.

And we’ll be using Zapier to connect WPForms and Jira so that your site visitors can create issues in your Jira account automatically.

To get started, you need to go to the WPForms » Addons page and then search for the Zapier addon. Once you find it, you need to install and activate the addon.

Install and Activate Zapier addon

The next thing you need to do is get the Zapier API key of your website. This will be required to connect your WPForms account to Zapier.

So head over to the WPForms » Settings page and then click on the Integrations tab.

Get Zapier API key to connect WPForms account

Here you’ll have to click on the Zapier icon to view the API key of your site. You should keep this page open as we’ll be using this API key in Step 5.

Step 4: Create a New Zap

A Zap is a process of connecting 2 or more apps in Zapier. And in this step, you’ll have to create a new Zap to connect WPForms to Jira software.

First, you need to open the Zapier website in a new tab of your web browser. Here you can create a new account or log in to your existing account.

On the Zapier dashboard page, you need to click on the Make a Zap! button, present at the top-right corner of your screen. This will open a new page to start the configuration wizard.

Make a Zap button

Before starting the process, let’s understand what we’re doing here.

A Zap requires 2 things to work properly: a trigger and an action. We’ll be configuring WPForms as the trigger app and Jira software as the action app.

This will make sure that a new issue will be created in your Jira account whenever someone submits the form on your website.

So without further ado, let’s proceed to the next step to set up the trigger app.

Step 5: Configure a Trigger App

First, you need to search for the WPForms app using the “Choose a Trigger App” search box. And then, you need to click on it once you find the app.

Choose WPForms as a trigger app

Zapier will now ask you to select a trigger option.

Since WPForms offers just one trigger option, select New Form Entry and then click on the Save + Continue button to proceed.

Select New Form Entry as WPForms trigger option

Next, you’ll have to connect your WPForms account to Zapier.

To do that, you need to click on the Connect an Account button. This will open a popup window where you need to enter your website URL and the Zapier API key. You may go back to Step 3 to learn how to get the API key.

Allow Zapier to access WPForms account

Once done, you need to click on the Yes, Continue button to connect WPForms to Zapier.

You’ll now see your WPForms account added to the “Select WPForms Account” page. You can also click on the Test button to check the connection between the 2 apps.

Test Connection between Zapier and WPForms

Once you get the success message, you can click on the Save + Continue button to proceed.

Zapier will now retrieve all the forms of your website and then, will ask you to select a form from the dropdown box. So select the bug tracker form and then click on the Continue button.

Select Bug Tracker form from dropdown menu

This will allow Zapier to fetch all the entries of your form.

So go ahead and select any one of the form entries so that you can use it to test the connection between WPForms and Jira software.

Select Form Entry for testing purpose

Once done, you need to click on the Continue button to complete the trigger setup process.

Step 6: Configure an Action App

Let’s configure Jira software as the action app now.

To get started, you should click on the “Your Zap currently lacks an Action step. Add one now!” link. This will take you to the “Choose an Action App” page.

Zap lacks an action app create jira issues

Here you need to search for the Jira Software using the search box and then, click on it once you find the app.

Configure Jira Software as an action app

Next, you’ll have to select a Jira action that’ll happen when someone submits your form. Since we want to create a new Jira issue, go ahead and search for Create Issue using the search box.

Select Jira Software action

Once you find it, you need to select “Create Issue” and then click on the Save + Continue button to proceed.

Now you’ll have to connect your Jira account to Zapier. To do that, you need to click on the Connect an Account button.

This will open a popup window which will ask you to select the version of the Jira software that you use. So select “I use Jira Software Cloud” from the dropdown menu and then click on the Yes, Continue button.

Allow Zapier to access Jira account to create jira issues

Next, you’ll be asked to provide permission to Zapier so that it can access and create issues in your Jira account. So go ahead and click on the Accept button to connect your Jira account to Zapier.

Authorize Zapier to create Jira issues by clicking on the Accept button

You’ll now see your Jira account added to the “Select Jira Software Account” page. You can click on the Test button to check the connection between WPForms and Jira software.

Test Jira Software account

After getting the success message, you can click on the Save + Continue button to go to the next step.

Step 7: Setup and Test the Jira Issues Template

In this step, you’ll have to configure the Jira Issues template. This template will be used by Zapier to create new issues in your Jira account.

First, you need to select the project where you want to create new issues. This will be fetched from your Jira account.

So go ahead and select the project name from the Project dropdown menu.

Set up template to create Jira issues

Next, you need to select the Issue Type from the dropdown menu. It can be a task or a sub-task.

Once done, you’ll see a number of new fields added to this template. The data for most of these fields will be fetched from your bug tracker form.

Let’s configure some of the required fields in this template.

For the Summary field, you need to click on the Insert a Field icon and then select “Subject” from the dropdown menu.

Create Jira issues template

What about the Reporter field? There’s no option to send the name of the person who reported the bug in the reporter field. So you’ll have to select an existing user from your Jira account here.

For the Description field, you should select “Describe what happened” from the dropdown menu. You can also add the name and email fields in the Description box to know who reported the bug to you.

Once done, you should scroll down to the bottom of the page to click on the Continue button.

Next, you need to click on the Send Test to Jira Software to test the connection between WPForms and Jira. This will create a new issue in your Jira account with your test entry.

Send test to create jira issue

You may also go to your Jira account to confirm the same.

Next, you should return to the Zapier configuration wizard and click on the Finish button to complete the action app setup process.

WPForms to Jira zap

Lastly, you need to turn the toggle button to ON. You can also give a name of your choice to this Zap for future reference.

Step 8: Embed the Form to Your Website

The final step is to embed the form to your website so that your site visitors can use it to create new issues in your Jira account.

You can easily embed a WPForms form to a post, page, or the sidebar of your website.

However, let’s take a look at how to add it to a WordPress page. To do that, you need to head over to Pages » Add New from the left sidebar of your WordPress admin panel.

Adding WPForms block to a WordPress page create jira issues

Now you need to click on the Add block (+) icon to open the block manager and then search for the WPForms block.

Once you find it, you should click on it to add the WPForms block to the editor.

Select custom Airtable form from WPForms dropdown box

Next, you need to select the bug tracker form from the “Select a Form” dropdown menu. This will insert the form to the page editor.

After making the necessary changes, you can publish this page by clicking on the Publish button, present at the top-right corner of your screen.

Create Jira issues WordPress page

That’s all! You’ve successfully created a custom Jira issues form and embedded it to your WordPress site.

We hope this tutorial helped you understand how to create Jira issues from WordPress form submissions.

If you liked this article, then you should also check out our step by step tutorial on how to send an automatic Slack invite from a WordPress form.

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Comments

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