In order to send your Actions to your product management tool, you will need to use Zapier. You can set up a free account if you don't have one yet.

What is Zapier?

Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.

How does Zapier work?

The way Zapier works is as follows: You set up a connection between two apps - for example, Reveall and Jira. You then specify what event in Reveall triggers something to be sent to Jira, and then you add more info around what information you want to send. Zapier will run a test, and if all looks good you publish it and it will run automatically from then on.

Creating your Zap

After you've set up your free Zapier account, start by creating a new Zap.

In the search bar, write 'Reveall' and choose our app. In the drop-down in the next page, choose 'Export Action' as the event.

It will then ask you to connect to your Reveall account. In your settings in the Reveall environment, you will find an API key for Zapier - copy this over into the pop-up to connect the account. You only need to do this once. After pressing 'Continue', Zapier will test your trigger. It's important here that you already have at least one item of the one you want to send over in your environment. Meaning: if you want to send Actions to Jira, you need to already have one Action in Reveall. This can be a simple 'test' Action.

It will now ask you what App you want to connect Reveall to. In this case, we'll connect it to Jira. Choose your event (what you want to happen in Jira when an Action is exported from Reveall). In this case, 'Create Issue' makes more sense - this will translate your Action to a new Issue in Jira.

Now connect to your Jira account via the pop-up, and then set up the details around the event. For this particular example, you can choose the issue type and the fields in the Action you would like to send to Jira. You can use the same title and description, for example.

Hot tip: include the field 'Reveall Url' in your description so the Issue in Jira links back directly to the Action in Reveall.

❗️Please note that in this case with Jira, one required field is 'Reporter'. You can only choose one reporter for all the Actions sent to Jira, so just make sure that everyone knows that the reporter in Jira does not necessarily reflect the creator of the Action in Reveall. Using a Custom answer does not work here.

Zapier will now test the final setup - make sure you check the result in your Jira environment. Once you're satisfied, you're ready to publish your Zap! Once that's done, it will send the Actions automatically.

Timing

It's important to note that an Action will only be sent via Zapier once its status is set to 'In Progress', no matter what the other conditions of the Zap are. This gives you the time to set it up correctly in Reveall - when you're happy with your Action, set it to 'In Progress' to send to your Product Management tool. Any changes made after it was sent will not be reflected in the other tool.

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