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Jira Integration

Learn how to install and configure Jira integration with Formalize

Overview

Formalize offers a native integration with Jira that allows the automatic creation of tasks in Jira based on an automation start event. Here we'll walk through the installation process, as well as look at configuring a practical use case scenario.

How to install the Jira integration

To begin, you'll first need to request the Jira integration.

  1. Navigate to Settings > API and Integrations. From there you'll find Jira in the list of available integrations. Click on Learn more in the Jira section to go to the Jira integration details page.

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  2. On the Jira integration details page you'll now click on Request installation.

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  3. In the pop-up window, click on Request access.

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  4. The system will display a notification that your request to install the integration has been sent to our team. Installation requests are typically approved within 1 - 2 business days.

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    * Until the request has been approved you'll see Request pending on the Jira integration details page. If after 2 business days the request has yet to be approved, please send an email to support@formalize.com.

  5. Once the request has been approved by one of our team members you'll see the option to install the integration. Now you may click on Install on the Jira integration details page.

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  6. On the following pop-up page you'll be prompted to enter you Jira credentials (Atlassian domain, Email, and API token). Once you've entered these click on Authorize.

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After the credentials are verified the system will display a pop-up window that the integration has been successfully connected.

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    How to use the Jira integration

    With the Jira integration successfully connected you are now able to automatically trigger the creation of tasks in your Jira environment. This may be accomplished by following the steps outlined below.

    1. Here we create an automation that is set to trigger when a new task is created. We then create an action configured to create a task in Jira.

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    2. You may choose which project in Jira the task will be created for, as well as select the task type from those you’ve set for the selected project in Jira.

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    Once the automation has been enabled and saved, a new task will be created in Jira whenever a task is created in Formalize.


    chris
    by Christopher Storms, Solutions Engineer 

    We hope this article was helpful and that you now have a clear understanding of how to install, configure, and utilize the Jira integration with Formalize!

    For any additional support, you are welcome to reach out with any questions by email, at support@formalize.com.