Approveit Guide: Jira integration

1. To connect / disconnect your JIRA account or to change the account you are using:

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

2. To set up a workflow with JIRA integration:

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

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 

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

Approval via Slack

Approval via email

Approval via Approveit web app

Ticket created in Jira upon approval

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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