Problem It Solves

Teams often rely on email or spreadsheets to collect bug reports, feature requests, or support tickets, then manually recreate each issue in Jira. This process is time-consuming, error-prone, and leads to inconsistent data. By embedding a form that pushes submissions directly into Jira Software Cloud with the correct fields, you standardize ticket intake, eliminate duplicate work, and ensure every request is logged accurately and promptly.

Process Overview

1. Build a branded “Create Issue” form with fields like Summary, Description, Issue Type, Priority, and Reporter.

2. Embed the form on your website, internal portal, or share its direct link.

3. When a user submits the form, Zapier maps each field to the corresponding Jira field (e.g., Summary → Summary, Priority → Priority).

4. Zapier creates a new issue in the specified Jira project with all details populated.

5. A confirmation email is sent to the reporter with the newly created Jira issue key and link.

6. As the Jira issue moves through statuses (e.g., To Do → In Progress → Done), optional follow-up Zaps can notify stakeholders or update a tracking Table.

Key Features & Capabilities

• Custom Field Mapping
  Map form inputs (Summary, Description, Issue Type, Priority, Labels, Reporter) directly to Jira issue fields so every ticket is created correctly.

• Branded Form Embedding
  Customize the form’s look and feel and embed it anywhere—website, intranet, or customer portal—so users have a seamless experience.

• Instant Issue Creation
  Submissions generate Jira issues in your chosen project and issue type automatically—no manual data entry.

• Confirmation Notifications
  Send an automated email to the form submitter containing the issue key and a direct link to track progress in Jira.

• Optional Status Tracking
  Build follow-up Zaps that monitor issue status changes in Jira and trigger alerts (Slack, email) or update external Tables for reporting.

• Attachment Support
  Include a file-upload field so users can attach screenshots or logs; these files upload automatically to the new Jira issue.

Typical Use Cases

• Software Development Team
  QA engineers and end users report bugs via the embedded form. Each submission creates a “Bug” issue in Jira with priority and screenshots attached, enabling developers to triage immediately without manual ticket creation.

• Customer Support Portal
  Customers submit feature requests or support queries. Form submissions map to a “Task” or “Story” issue in the “Customer Feedback” Jira project, and support agents receive a confirmation with the issue link for transparency.

Prerequisites & Client Responsibilities

• Jira Software Cloud Access
  Provide a Jira API token and confirm which project and issue types (Bug, Task, Story, etc.) should receive new issues.

• Form & Field Requirements
  Approve the fields you need on the form (Summary, Description, Issue Type, Priority, Reporter Email, Attachment, etc.) so we can map them to Jira.

• Notification Details
  Share the email template for the confirmation message and provide the “From” address.

• Attachment Handling
  If attachments are required, confirm that file storage in Jira is enabled and provide any necessary limits (e.g., max file size).

• Optional Follow-Up Logic
  If you want to trigger additional workflows—like notifying Slack channels or updating a reporting Table when issues change status—define those requirements in advance.

• Stakeholder Roles
  Identify who will receive notifications on new issue creation and which groups should be CC’d on confirmation emails.

Pricing

• One-Time Setup: $450
  (Build and embed the customizable form, configure field mappings to Jira, set up issue creation and confirmation email, and test end-to-end.)

• Monthly Support: $90/month
  (Maintain the integration, update field mappings or notification settings, and troubleshoot any issues.)