From Setup to Success — All in One Place

Email – to Case

In first step you should create ‘Automation Process’ for Issue Types you need:

• Go to Setup on ‘Peeklogic Jira Connector’ app -> Project Settings->select Project and Issue Type->Automate Integration and create New Automation;

• Copy ‘Process ID’;

• Map necessary fields;

• Go to Setup -> Custom Settings and click on ‘Peeklogic Email-to-Case’;

• Click on ‘Manage’ and create new ‘Set of data’;

• For Automated Process Config Id paste ‘Process ID’ you copied before and check checkbox ‘Enable Manual Sync’;

• On object you need to drag and drop ‘Peeklogic Jira Case Email Messages’ components and check the checkbox ‘Enable Sync Future Emails’;

• Click on ‘Edit’ on ‘Synchronize Emails To Jira’ and on this tab you can select the Issue in which you want to sync emails;

• After clicking ‘Save’ you will see emails on Jira Comments.