Set up advanced automation with your project management tools

If you use a project management tool such as Jira, Asana, Plutio, ClickUp, or Monday.com, you can easily integrate them with Userback and set up rules to help make life just a little bit easier.

For example, if you use Jira, you can save time triaging feedback tasks by automatically assigning all Userback feedback that has been categorized with 'bug' to a developer or a specific project within Jira. 

This can be achieved using Filters by Zapier. In this example, we'll automate the assignment of new Userback feedback to a project/user in Jira Software Cloud.

Set up categories in Userback

The first thing you will need to do is set up your Categories.

In your Userback account, select the project you want to connect to Zapier and review your categories.

As per below, there are three default categories: Bug, Improvement, and Task.

Automate with Filters by Zapier

Next, we'll set up the Zapier integration. 

The fastest way to get going is to use this Zap template however, you can also start from scratch too.

To start from scratch, log into Zapier and select Make a Zap 

Search and select Userback as the first app you are connecting and follow the prompts to connect your Userback account 

For the second app, either select or search for 'Filter by Zapier' and configure your filter as per below:

Only continue if...

Feedback Category (Text) - Exactly matches - Bug

Now, search and select Jira Software Cloud and select 'Create Issue' for the Action event

Connect your Jira Software cloud account and configure the issue as required. Here are some suggested settings to use for your own issue customization

Once you're done, test your Zap, and turn it on!

Congrats, you've just automated assignment and categorization of Userback feedback in Jira Software Cloud

The fantastic thing about using Filters by Zapier is the flexibility to automate routing of feedback and assignment based on a myriad of things such as assignee and categories. For example, send bugs to Jira and send feature requests to another tool that your product manager uses.

Happy Zapping!

Zapier is available to customers on our Standard and Growth plans. To change your plan, please visit your Account Settings.