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How Zapier works

Zapier makes it easy to integrate Jira Software Cloud with PandaDoc - no code necessary. See how you can get setup in minutes.

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Jira Software Cloud
Jira Software Cloud logo
Jira Software Cloud
1. Choose trigger event
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PandaDoc
PandaDoc logo
PandaDoc
2. Choose action
Jira Software Cloud logo
1. Select the event
Setup
Test
Jira Software Cloud logo
Jira Software Cloud
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Issue" from Jira Software Cloud.

Add your action

An action happens after the trigger—such as "Create Attachment" in PandaDoc.

You’re connected!

Zapier seamlessly connects Jira Software Cloud and PandaDoc, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Jira Software Cloud + PandaDoc integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jira Software Cloud and PandaDoc

What do I need to connect Jira Software Cloud with PandaDoc?

To connect Jira Software Cloud with PandaDoc, you will need active accounts in both applications and the necessary admin permissions to set up integrations. You will also require a platform like Zapier to create automated workflows, known as Zaps.

How can I automate document creation in PandaDoc from a Jira ticket?

By setting a trigger in Jira Software Cloud for specific actions like the creation or update of an issue, you can automate document creation in PandaDoc. A Zap can be configured so that whenever an issue meets your specified criteria, a new document is automatically generated in PandaDoc.

Can changes in PandaDoc documents update fields in Jira?

Yes, you can set up an action where updates or status changes in PandaDoc documents trigger changes to specific fields within Jira Software Cloud issues. This requires configuring the right actions and mappings on your integration platform.

Is it possible to send Jira issue attachments directly to PandaDoc?

Absolutely! Using our integration platform, you can configure a trigger when an issue is created or updated along with attachments, which are then sent directly and automatically added to a document draft in PandaDoc.

What happens if a Jira ticket is reopened with respect to the integration?

If a Jira ticket previously marked as complete is reopened, you can configure an automation where this triggers certain actions in PandaDoc, such as sending notifications or updating related document statuses.

Are approval workflows from PandaDoc supported when integrated with Jira?

Yes, you can design workflows where approvals made within PandaDoc trigger updates on corresponding issues within Jira Software Cloud. This helps streamline processes that require multi-level approvals linked through both platforms.

How secure is the data transfer between Jira and PandaDoc during integration?

Our integration process ensures secure data transfer between Jira Software Cloud and PandaDoc by employing encryption protocols and following best practices for data handling and permissions management.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Project
    • Status
    Trigger
    Polling
    Try It
    • Info
    • Jira Cloud Site
      Required
    • Jira Email Address
      Required
    • Jira API Token
      Required
    • Projects to Trigger On
    Trigger
    Instant
    Try It
    • Issue
      Required
    • Comment
      Required
    Action
    Write
    • JQL
    • Order_by
    Trigger
    Polling
    Try It
    • Info
    • Jira Cloud Site
      Required
    • Jira Email Address
      Required
    • Jira API Token
      Required
    • Projects to Trigger On
    Trigger
    Instant
    Try It
    • Issue
      Required
    • Attachment
      Required
    Action
    Write
    • First Issue
      Required
    • Link Type
      Required
    • Second Issue
      Required
    Action
    Write

Learn how to automate Jira Software Cloud on the Zapier blog

Learn how to automate PandaDoc on the Zapier blog

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About Jira Software Cloud
Jira Software Cloud is a bug and issue tracking tool that allows software developers to manage product development. This integration connects to cloud-hosted instances of Jira.
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About PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
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