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How to connect Jira and pdfFiller
Create a New Scenario to Connect Jira and pdfFiller
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 Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or pdfFiller will be your first step. To do this, click "Choose an app," find Jira or pdfFiller, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira node from the app selection panel on the right.
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Add the pdfFiller Node
Next, click the plus (+) icon on the Jira node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
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Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Jira and pdfFiller 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 Jira and pdfFiller 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 Jira, pdfFiller, 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 Jira and pdfFiller integration works as expected. Depending on your setup, data should flow between Jira and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Jira and pdfFiller
Jira + pdfFiller + Slack: When a Jira issue is updated to a 'Resolved' status, a completion report is generated in pdfFiller using a predefined template, and a notification is sent to a Slack channel to inform the team.
pdfFiller + Jira + Google Sheets: When a new filled form is submitted in pdfFiller (simulating a signed contract), a new Jira issue is created to track the contract, and the event details are logged in a Google Sheet for auditing and reporting.
Jira and pdfFiller integration alternatives
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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About pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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FAQ Jira and pdfFiller
How can I connect my Jira account to pdfFiller using Latenode?
To connect your Jira account to pdfFiller on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Jira tickets with signed PDFs?
Yes, you can! Latenode's visual editor makes it easy to automatically update Jira tickets with signed PDFs from pdfFiller, streamlining document management and improving team collaboration.
What types of tasks can I perform by integrating Jira with pdfFiller?
Integrating Jira with pdfFiller allows you to perform various tasks, including:
- Automatically create Jira tickets from new pdfFiller form submissions.
- Update Jira issue statuses based on document signing events.
- Attach signed pdfFiller documents directly to related Jira tickets.
- Generate agreements in pdfFiller and log activity within Jira projects.
- Trigger pdfFiller workflows when a Jira ticket reaches a specific stage.
Can I use JavaScript within Jira and pdfFiller workflows?
Yes! Latenode allows custom JavaScript code within your workflows, providing advanced logic and tailored automation beyond simple point-and-click integrations.
Are there any limitations to the Jira and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates may require some configuration to correctly parse data in Jira.
- Real-time updates depend on the API rate limits of both Jira and pdfFiller.
- Certain advanced pdfFiller features may not have direct equivalents in Jira.
