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How to connect Instantly and Jira
Create a New Scenario to Connect Instantly and Jira
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Jira will be your first step. To do this, click "Choose an app," find Instantly or Jira, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Jira Node
Next, click the plus (+) icon on the Instantly node, select Jira from the list of available apps, and choose the action you need from the list of nodes within Jira.
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Authenticate Jira
Now, click the Jira node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jira settings. Authentication allows you to use Jira through Latenode.
Configure the Instantly and Jira Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and Jira Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Jira, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Jira integration works as expected. Depending on your setup, data should flow between Instantly and Jira (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Jira
Instantly + Jira + Slack: When a new lead is created in Instantly, a Jira issue is created to track the lead's progress, and a Slack message is sent to the marketing team to notify them of the new lead.
Jira + Instantly + Google Sheets: When a Jira issue is updated, the flow retrieves lead information from Instantly based on a field in the Jira issue and then updates a Google Sheet with the Instantly campaign performance data.
Instantly and Jira integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not per-step fees.
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FAQ Instantly and Jira
How can I connect my Instantly account to Jira using Latenode?
To connect your Instantly account to Jira on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Jira accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Jira issues from new Instantly leads?
Yes, you can! With Latenode, automate Jira issue creation from Instantly leads. Benefit from advanced filtering and data transformation, ensuring only qualified leads generate issues.
What types of tasks can I perform by integrating Instantly with Jira?
Integrating Instantly with Jira allows you to perform various tasks, including:
- Automatically creating Jira tickets for new Instantly leads.
- Updating Jira issues when lead status changes in Instantly.
- Adding comments to Jira issues with Instantly campaign data.
- Syncing Instantly lead custom fields to Jira issue fields.
- Triggering Instantly email sequences based on Jira issue updates.
How does Latenode handle Instantly data for Jira issue creation?
Latenode allows you to transform and filter Instantly data before creating Jira issues, ensuring only relevant and properly formatted information is passed.
Are there any limitations to the Instantly and Jira integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Instantly campaign setups might require custom JavaScript for data parsing.
- Jira custom field types must be compatible with the data from Instantly.
- Rate limits on the Instantly or Jira APIs may affect high-volume workflows.
