🛠️  Installing the Jira Comment Sync Integration

Create SpotDraft contracts using Jira tickets within minutes

🚀 Introduction

Empower your sales process with the groundbreaking SpotDraft-Jira integration! Built for sales professionals like you who juggle deal management in Jira and contract creation in SpotDraft, this integration bridges the gap. By synchronizing the SpotDraft Activity Log and Jira Comments, it eliminates the need to switch between systems, allowing you to stay focused within Jira.

📝 Prerequisites 

Guidance for Business Users and Jira Administrators: This section ensures you have all the prerequisites in place for a smooth integration journey.

Checklist for Jira Integration Setup:

• SpotDraft Account with permission: To add Integrations
• Jira Account with System Administrator Role: The individual will need permission to add fields and create automation in Jira.
• Jira Automation Knowledge: Familiarity with Jira’s automation functionality, as it is essential for setting up the automation that triggers contract creation in SpotDraft.
• Verify Jira Activation in SpotDraft: To ensure the Jira integration is enabled, log into your SpotDraft account and go to 'Settings' → 'Integrations' → 'Ticketing'. Check if the ‘Jira’ card is present, indicating the integration is active.

⚙️ Installation & Configuration

Insights for System Administrators: While this section is detailed for the technical setup, we encourage business users to engage in the process for insights into how their systems and processes integrate.

1 - Login to your SpotDraft workspace and navigate to Settings → Integrations.

2 - Open the ‘Ticketing’ section and select Jira.

3 - Open the Setup section and click on Connect.

Configuring the Jira integration for Comment Sync

Follow the Setup wizard to:

2. Authenticate your Jira account.

2.1 - Click Next.

2.2 - Click New authentication.

Note. It is a good idea to be logged into Jira in the same browser.

2.3 - Enter your Jira site’s base URL.

Note. the base url is up to the .net I.e. If your url is https://spotdraft.atlassian.net/jira/core/projects/TSI/board, the following is the base URL https://spotdraft.atlassian.net

2.4 - Click Create.

2.5 - Select the Atlassian site where the Board is to integrate with SpotDraft.

2.6 - Click Accept.

Note. Tray.io is used by SpotDraft for this integration.

Note. A ‘success message’ will appear on SpotDraft confirming authentication between SpotDraft & Jira is complete.

2.7 - Change the API version to the most recent.

2.8 - Click Next.

2.9 - You can copy the webhook url and click on Finish.

Jira Configuration for Comment Sync

The process is the same as the ‘Jira Configuration for Contract Template Workflows’. The only difference is using the ‘Work item commented’ this time.

1 - Log into Jira and navigate to the board that you wish to Integrate with SpotDraft.

2 - Navigate to Project settings > Automation.

3 - Click Create rule.

4. Create the rule that should trigger a new comment is created.

4.1 - Enter Work item commented trigger from issue in ‘Seach triggers’ box.

4.2 - Provide a name to the trigger and Click Next.

4.3 - Select the component THEN Add Action.

4.4 - Enter Send web request into the ‘Search triggers’ box.

4.5 - Click on the Send web request trigger.

4.6 - Paste the SpotDraft Contract Template Webhook URL (saved previously) into the ‘Web request URL’ field.

4.7 - Select Issue data (Jira format) from the ‘Webrequest body’ field

4.8 - Populate the ‘Rule name’ field e.g. Comment Sync’.

4.9 - Click Turn on rule.

Note. Jira will confirm the rule has been ‘enabled’.

🎉 Congratulations. As your deals are managed in Jira, Comments will be automatically Pushed to SpotDraft!

💬 FAQs

• Q: How does SpotDraft integrate with Jira?
  A: SpotDraft integrates with Jira using webhooks. When a comment is made in Jira , SpotDraft activity log  automatically pulls relevant data from Jira to add the same on SpotDraft Activity log. When a comment is made on SpotDraft activity log a subsequent comment is made Jira comments

• Q: Is the integration secure?
  A: Yes, the SpotDraft-Jira integration is designed with security in mind. Data transfer between Jira and SpotDraft is handled securely to protect your contract information.

• Q: Will comment made on SpotDraft reflect back in Jira?
  A: Yes, any comment made on SpotDraft would be visible on Jira. But the comment would be from the user whose account was used for authentication. 

📚 Additional Resources

• Jira’s Knowledge base
• Engaging Your Customer Success Manager for Maximum Value: Discover how to leverage your CSM's expertise to get the most out of your SpotDraft subscription.
• Integration Guides for Salesforce HubSpot and Zoho: Explore our guides for integrating SpotDraft with Salesforce, HubSpot and Zoho, providing insights into dedicated CRM integrations available.