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Set up your first integration
Quickly connect Tally to Jira Software Cloud with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Jira Software Cloud - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Tally.
Add your action
An action happens after the trigger—such as "Add Attachment to Issue" in Jira Software Cloud.
You’re connected!
Zapier seamlessly connects Tally and Jira Software Cloud, automating your workflow.
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.
- Select a formRequired
Try ItTriggerInstant- JQL
- Order_by
Try ItTriggerPolling- IssueRequired
- AttachmentRequired
ActionWrite- First IssueRequired
- Link TypeRequired
- Second IssueRequired
ActionWrite
- Project
- Status
Try ItTriggerPolling- Project
- Status
Try ItTriggerPolling- IssueRequired
- CommentRequired
ActionWrite- IssueRequired
- User
ActionWrite
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Connect Tally and Jira Software Cloud to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Tally on the Zapier blog
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Frequently Asked Questions about Tally + Jira Software Cloud integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Jira Software Cloud
What are the necessary steps to integrate Tally with Jira Software Cloud?
To integrate Tally with Jira Software Cloud, start by creating a Zap through our platform. You'll need to select Tally as your trigger application and Jira Software Cloud as your action application. Define specific triggers from Tally, like 'New Response' for forms, and pair them with actions in Jira, such as 'Create Issue' or 'Update Issue.' Follow the on-screen instructions to authenticate both applications.
Which triggers can be used from Tally when setting up the integration?
When integrating Tally with Jira Software Cloud, you can use triggers such as 'New Response,' which activates every time someone submits a new form in Tally. This can prompt actions in Jira like creating a new issue automatically.
Can I update existing issues in Jira using responses from a Tally form?
Yes, you can configure the integration to update existing issues in Jira based on responses received from a Tally form. By setting up an appropriate action step like 'Update Issue' in your Zap, updates will occur according to the conditions you set.
How does authentication work between Tally and Jira during integration?
During setup, you'll be prompted to authenticate both your Tally account and your Jira account. The process ensures that all interactions adhere to security protocols by using OAuth for secure login credentials, requiring permissions before accessing data.
Is it possible to create sub-tasks in Jira based on Tally form submissions?
Yes, it's possible to set up a Zap that takes submissions from a Tally form as a trigger and uses them to create sub-tasks within an existing issue in Jira. You would simply choose 'Create Sub-Task' as the corresponding action in your integration setup.
What happens if my Zap runs into an error during the integration process?
If an error occurs while running your Zap between Tally and Jira Software Cloud, we recommend checking the task history in your dashboard for detailed logs that may explain what went wrong. Common solutions involve verifying field mappings or re-authenticating services.
Can I use conditional logic when connecting responses between Tally and Jira?
Conditional logic is supported through our platform's filters and paths feature. This allows you to define criteria under which specific actions occur (e.g., only updating issues if certain fields meet predefined criteria).
