Engati - User Guide
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Building Your Bot
Configuring Integrations
Jira
14min
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
It is available under Integrations > Cloud Integrations > Jira
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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- 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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- 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]