How to Integrate Jira with Smartsheet

Quick summary

This tutorial walks you through how to integrate Jira with Smartsheet using Zapier by setting up a automated Zap that connects a Jira trigger event to a Smartsheet action. Once configured, any qualifying activity in Jira will automatically sync data to your Smartsheet workspace without manual effort.

Steps

1. Navigate to the left-side panel in Zapier, then click 'Create'.
2. Choose 'Zaps' from the list of options.
3. Click 'Trigger' to start the integration process.
4. Search for 'Jira' and select the Jira tool you prefer to use.
5. Choose your preferred 'Trigger Event' for the Jira trigger.
6. Click 'Sign In' to authenticate your Jira account.
7. Specify the Jira version you want to use, then click 'Yes, Continue to Jira Software Cloud'.
8. Select the Jira site you want to integrate, then click 'Accept'.
9. Fill out the input fields with the information needed to set up the Trigger.
10. Click 'Test' to validate your Jira trigger configuration.
11. Click 'Continue With Selected Record' to proceed.
12. Search for Smartsheet and select it as the Action app.
13. Open the drop-down menu and select your preferred 'Action Event'.
14. Click 'Sign In' and log into your Smartsheet account.
15. Click 'Allow' to grant the necessary permissions for Smartsheet.
16. Provide the required details to configure the Action based on your preferences.
17. Click 'Test' to run your inputs and publish the integration.
18. Your Jira account is now integrated with Smartsheet and ready to automate.