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Quickly connect Jira Software Cloud to PandaDoc with a Zapier template.

Our most popular template

Create or update PandaDoc contacts for new Jira Software Cloud issues
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Jira Software Cloud + PandaDoc
Update Jira Software Cloud issues when new PandaDoc documents are sent
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PandaDoc + Jira Software Cloud
Create new Jira Software Cloud issues from completed PandaDoc documents
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PandaDoc + Jira Software Cloud
Create Jira Software Cloud issues from newly sent PandaDoc documents
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PandaDoc + Jira Software Cloud
Update issues in Jira Software Cloud when document status changes in PandaDoc
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PandaDoc + Jira Software Cloud
Manage updated PandaDoc documents by creating issues in Jira Software Cloud
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PandaDoc + Jira Software Cloud

Create or update PandaDoc contacts for new Jira Software Cloud issues

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Jira Software Cloud + PandaDoc

Update Jira Software Cloud issues when new PandaDoc documents are sent

Details

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PandaDoc + Jira Software Cloud

Create new Jira Software Cloud issues from completed PandaDoc documents

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PandaDoc + Jira Software Cloud

Create Jira Software Cloud issues from newly sent PandaDoc documents

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PandaDoc + Jira Software Cloud

Update issues in Jira Software Cloud when document status changes in PandaDoc

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PandaDoc + Jira Software Cloud

Manage updated PandaDoc documents by creating issues in Jira Software Cloud

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PandaDoc + Jira Software Cloud

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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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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

Make work flow with AI

Level up your Jira Software Cloud to PandaDoc integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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.

Practical ways you can use Jira Software Cloud and PandaDoc

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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
- 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
- Issue
  Required
- User
Action
Write

- Issue
  Required
- Project
- Board
  Required
- Sprint
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Summary
- Key
Action
Search
- JQL
Action
Search
- Search by Parameter
  Required
Action
Search
- Summary
- Key
- Format_info
- Project
Action
Search or write
- Source
- Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Jira Email Address
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Jira Email Address
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
  Required
- Form
Action
Search
- Document ID
  Required
Action
Search

- 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
- Format_info
- Project
Action
Write
- Format_info
- Issue
  Required
- Status
Action
Write
- Project
- Name
  Required
Action
Search
- JQL
- Max Results
Action
Search
- Key
Action
Search
- Keyword
  Required
Action
Search
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

Learn how to automate Jira Software Cloud on the Zapier blog

Learn how to automate PandaDoc on the Zapier blog

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.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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.

Learn moreLearn moreHelpHelp

Related categories

Documents

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Connect Jira Software Cloud and PandaDoc to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create or update PandaDoc contacts for new Jira Software Cloud issues

Update Jira Software Cloud issues when new PandaDoc documents are sent

Create new Jira Software Cloud issues from completed PandaDoc documents

Create Jira Software Cloud issues from newly sent PandaDoc documents

Update issues in Jira Software Cloud when document status changes in PandaDoc

Manage updated PandaDoc documents by creating issues in Jira Software Cloud

Create or update PandaDoc contacts for new Jira Software Cloud issues

Update Jira Software Cloud issues when new PandaDoc documents are sent

Create new Jira Software Cloud issues from completed PandaDoc documents

Create Jira Software Cloud issues from newly sent PandaDoc documents

Update issues in Jira Software Cloud when document status changes in PandaDoc

Manage updated PandaDoc documents by creating issues in Jira Software Cloud

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Jira Software Cloud + PandaDoc integrations

Practical ways you can use Jira Software Cloud and PandaDoc

KPI dashboard generation

Code review reminders

Network monitoring automation

Supported triggers and actions

Learn how to automate Jira Software Cloud on the Zapier blog

How to use OpenAI to add acceptance criteria to product issues

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Connect Jira Software Cloud to PandaDoc on the world's largest no-code automation platform