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Automatically sort JSM requests to the correct user for approval

Crumbs API workflows - JSM approvers.png

Are you looking for a way to organise approving your service requests? Well using the Crumbs API can help!

Crumbs is the simple CRM that automatically syncs organizations from Jira Service Management so that you can capture more information about them in one centralised location.

Problem

Customers have different approvers and JSM agents need to manually add approvers to requests based on the customer. Therefore, a solution is required to add approvers to requests.

Solution

With an approvers field in Crumbs, the Crumbs API can be used to read the users and populate it into a Jira custom field. Workflows can be configured to allow only users of the field to transition the issue.

In conjunction with Jira Service Management, approvers can use the customer portal to approve requests.

Outcome

Users can now raise requests and associated approvers can approve (or decline) requests. Not only that but using Crumbs in this way streamlines and automates the workflow, making for speedier resolutions on approvals.

Crumbs CRM for Jira is available on Atlassian Marketplace for FREE. Try it out today!

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