Engati - User Guide
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Building Your Bot
Configuring Integrations

Jira

14min

1. Introduction 

Jira is a proprietary issue-tracking product developed by Atlassian that allows bug tracking and agile project management.

Customers can now integrate their Jira account with Engati. This allows you to:

  • Create Issue
  • Delete Issue
  • Update Issue

2. Availability

It is available under Integrations > Cloud Integrations > Jira

3. Access to Jira Integration

The Jira Integration can be set up in the Integrations workflow of Engati.

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Once the Integration with an account is completed, the integration APIs can be used within the Conversation flow using the Jira Node under + Add Node > Integrations > Jira.

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4. Steps to configure Jira Integration

4.1 Adding the Jira Integration

  • Log in to your Engati account and go to the “Integrations” tab.
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  • Click on ‘Connect’
  • Click on ‘Continue’ in the modal that appears requesting ‘Authorization access’
  • In the modal that appears requesting to ‘Connect a new app’, choose ‘Jira’ to authenticate and add a new account for automation.
  • Provide the URL, Username and Password for Jira:
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  • To link your bot with your Jira account, it's essential to have a Jira account set up. You can create a new account on Jira using any preferred method or log in with your existing account credentials.
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  • Inside the username field, add the email address that you use for logging into Jira.
  • API Key: You can find your API Key by opening the following link: https://id.atlassian.com/manage-profile/security/api-tokens 
    • Navigate to your Profile Icon > Manage Account. In your Atlassian Account, go to the Security tab > Create and manage API tokens.
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  • Click on the “Create API Token” button.
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  • Enter a label name for the API token and click on “Create”.
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  • Copy your new API token and paste it into the Password field.
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  • Your account should now be connected
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4.2 Configuring Jira Node

  • Once you have logged in, you are done with authorizing your account.
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  • Now go to Builder > Paths and try adding a Jira node.
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4.3 Selecting an action

  • Once you select your account, you can choose an Action, from the list of Actions available, to be performed on your account. 
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  • Once you select the Action, you can also authorize a new account here or use a previously authorized account
  • Once you select the Action it populates various rows that are required to complete the Actions and assign different attributes for each row concerning what information is required
  • Once you have finished assigning the attributes, save the node, and your integration will be ready
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Please feel free to reach out to [email protected]

Updated 29 Jul 2024
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