In this article we will discuss following things:

How it Works

The whole workflow of this integration is based on Triggers (when this happens) and Actions (then do this) in Zapier.

Yodiz Trigger to Jira Action

Step 1: Make A Zap

Login to your Zapier account and click on “Make A Zap”.

Make-A-Zap

Step 2: Choose Trigger App

Choose Yodiz application as a Trigger.

Choose-Trigger-App

Step 3: Choose Trigger

Select what will cause the Trigger. Follow the screenshot below:

Choose-Trigger In this case, we have selected New Task. Click on Save + Continue.

Step 4: Connect to Yodiz Account

Connect to your Yodiz account.

Connect-a-New-Account Username: Yodiz account username. Password: Password associated with Yodiz account. API Key: Provide API key. If you can not find API key, follow this link: How to Generate Yodiz API Key

Step 5: Select the Project

Select the Project for which you want to create a Task whenever a Trigger is pulled. creating a Task will perform a Trigger.

Select-the-Project

Click on Continue, following page will appear.

Select-the-Project-Test-Yodiz Double check your details and click on Fetch & Continue.

Following page will appear.

Fetch-and-Continue Click on Continue.

Step 6: Choose an Action App

Choose Action app.

Click on Continue button, given at the end of current page.

Choose-an-Action-App

Step 7: Choose Action

We have selected Create Issue in this case. Click on Continue.

Choose-Action

Step 8: Connect to 3rd party application Account

Configure new Jira account in order to continue.

Connect-a-New-Account-by-Allow-Zapier-Access Base URL: URL for Jira account. Username: Username associated with Jira account. Password: Password for your Jira account. Click on Yes, Continue.

Step 9: Setup Jira Issue

Fill in the fields, Required fields are mandatory while optional fields can be left blank, depending upon your requirements.

Setup-Jira-Issue Setup-Jira-Issue-2 Setup-Jira-Issue-3

Once you have filled in all the details, click on Continue.

Setup-Jira-Issue-3 Create-and-Continue

Verify your selections and click on Create & Continue.

Test-Jira-Finish

Click on Finish.

turning-ON-your-Zap

Turning ON your Zap will complete workflow and you can find this Zap on Zapier dashboard.

 

Jira Trigger to Yodiz Action

Step 1: Make A Zap

Login to your Zapier account and click on “Make A Zap”.

Make-A-Zap

Step 2: Choose Trigger App

Select a Yodiz supported application. We are choosing Jira application as a Trigger in this case.

Choose-Trigger-App-Jira

Step 3: Choose Trigger

Select an activity that will pull the Trigger. Follow the screenshot below:

Select-Jira-Trigger In this case, we have selected New Issue. Click on Save + Continue.

Step 4: Connect a New Account

Connect with your application. Here we connected with Jira account.

Connect-a-New-Account-by-Allow-Zapier-Access Base URL: URL for Jira account. Username: Username associated with Jira account. Password: Password for your Jira account. Click on Yes, Continue.

Step 5: Select the Project

From a list of project dropdown, select the desired project.

Select-the-Project-Setup-Jira-Issue

Click on Continue, following page will appear.

Select-the-Project-Test-Jira Double check your details and click on Fetch & Continue.

Following page will appear.

Test-Jira-Fetch-and-Continue Click on Continue.

Step 6: Choose an Action App

Once you are done with Trigger setup, choose Action app. We are selecting Jira as Action app in this case.

Click on Continue button, given at the end of current page.

Choose-an-Action-App-Yodiz

Step 7: Choose Action

Choose an Action from the list. We have selected Create Issue in this case. Click on Continue.

Choose-Yodiz-Action

Step 8: Connect to Yodiz

Connect-a-New-Account Username: Provide your Yodiz account username. Password: Provide password associated with your Yodiz account. API Key: Provide API key. If you can not find API key, follow this link: How to Generate Yodiz API Key Click on Yes, Continue.

Step 9: Setup Yodiz Issue

Fill in the fields, Required fields are mandatory while optional fields can be left blank, depending upon your requirements.

Setup-Yodiz-Issue Setup-Yodiz-Issue-2

Once you have filled in all the details, click on Continue.

Test-Yodiz

Verify your selections and click on Create & Continue.

Create-and-Continue-test-Yodiz

Click on Finish.

Turn-ON-your-Zap-Jira-To-Yodiz Turn ON your Zap to complete the workflow. You can find this Zap on Zapier dashboard.