Approveit guide: Jira integration

updated on 20 October 2022
  1. To connect / disconnect your JIRA account or to change the account you are using:

Settings -> Integration -> JIRA -> Connect -> Enter the required data

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2. To set up a workflow with JIRA integration:

Left Sidebar -> Workflows -> Create new workflow -> IT ->Access Approval -> Post-approval action  -> Integrate with Jira

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3. Fill out all the Workflow, Form, and Approvers sections. In the Post-approval action integration choose the Project and the issue type in Jira that you want to be created upon the request approval 

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4. Once the approval gets approved, the chosen Jira issue type is created 

Approval via Slack

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Approval via email

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Approval via Approveit web app

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Ticket created in Jira upon approval

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5. You can always download .CSV file with the approval history for your next compliance audit 

Left Sidebar -> Approval Requests -> Export

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