Configure ticketing and ITSM connectors

Jira and ServiceNow intentionally have no Send test button because delivery would create a real record. PagerDuty is allowlisted, but its Send test triggers a real alert.

The screenshots illustrate native unsaved, disabled setup or review steps. Credential secrets are empty; entered domains are non-resolving examples and other values are fictional. No connector was saved, authenticated, or tested, and no issue, incident, or alert was created.

Prerequisites

  • connectors.manage.
  • Jira Cloud base URL, account email, API token, and optional default project/issue type.
  • A least-privilege integration account that can browse the intended project and create issues only when required.
  • Instance URL and a dedicated integration username/password with a scoped ITSM role.
  • Optional approved defaults for urgency, impact, assignment group, and caller.
  • An Events API v2 integration routing key from the intended PagerDuty service and an optional default source.
  • An agreed test window and responder awareness.

Route

  • Open /automations/connectors.

How to configure Jira

Jira — unsaved token-mode setup
Jira — unsaved token-mode setup. Native UNSAVED setup shows fictional site, account, project, and issue-type defaults with an empty API token and Enabled off. The example domains do not resolve. This form is not a custom-field editor or an authenticated-user result; no search or issue creation occurred. Synthetic example data; names, identifiers and measurements do not describe a live tenant. View full-size screenshot.
  1. Add Jira, enter the site URL, account email, token, and optional defaults, then save disabled.
  2. Select Test; it performs a read-only GET /rest/api/3/myself authentication check.
  3. Confirm the returned status, then enable the connector.
  4. There is no Send test UI/API support. Safely verify browsing/search through an approved read-only agent workflow first.
  5. If end-to-end creation must be proven, use a controlled sandbox project and an explicitly approved workflow, then close/delete the test issue according to Jira policy.

Expected result: Test reports authenticated without creating an issue.

Verification: Confirm the integration identity and project permissions in Jira; for an approved creation test, verify project, issue type, reporter, and issue key.

How to configure ServiceNow

ServiceNow — unsaved incident-default review
ServiceNow — unsaved incident-default review. Native Review + add shows all seven generated fields, including fictional assignment group, caller, urgency, and impact. The password em dash means empty, not a stored secret. Disabled describes the UNSAVED draft; Add connector was not clicked. No Incident Table query, authentication result, or incident creation is demonstrated. Synthetic example data; names, identifiers and measurements do not describe a live tenant. View full-size screenshot.
  1. Add ServiceNow, enter the instance and integration credentials, set approved defaults, and save disabled.
  2. Select Test; it performs a read-only incident-table query limited to one number.
  3. Confirm authentication, then enable the connector.
  4. There is no Send test UI/API support. Verify read access first; if creation must be proven, use a non-production instance or designated test process through an approved workflow.
  5. Resolve/close the test incident according to ServiceNow policy.

Expected result: Test reports authenticated and creates no incident.

Verification: Confirm the integration user and, only for an approved creation test, the incident number, assignment, urgency, and impact.

How to configure PagerDuty

PagerDuty — unsaved Events API v2 setup
PagerDuty — unsaved Events API v2 setup. Native UNSAVED setup shows an empty routing key and a fictional default source with Enabled off. There are no escalation-policy or schedule controls here. Send test was not used and no responder was notified; a real trigger could create an alert and page responders. Synthetic example data; names, identifiers and measurements do not describe a live tenant. View full-size screenshot.
  1. Add PagerDuty, enter the secret routing key and optional source, and save disabled.
  2. Select Test; it only confirms that a routing key is stored.
  3. Enable and select Send test. This sends a real trigger event and can open/notify an incident.
  4. Confirm the target service, severity, and routing behavior.
  5. Resolve the test alert in PagerDuty immediately after verification.

Expected result: Test reports configured; Send test creates a real PagerDuty event/alert.

Verification: Check the intended service, incident timeline, notifications, and integration source.

Safety and rollback

Use a dedicated account rather than a personal administrator. Disable the connector, revoke credentials, and close any controlled test incident.

Coordinate before sending. Resolve the test event, disable the connector, and rotate a disclosed routing key.

Do not use a production project for first validation. Disable the connector and revoke the token; clean up any deliberately created test issue in Jira.

Troubleshooting

Symptom Resolution
A controlled test creates a production incident or issue Disable the connector, close the controlled record, verify the configured project/table/routing key, and move first validation to a test destination.
Check Cloud base URL, email/token pairing, token status, project key, issue type, and browse/create permissions Absence of Send test is expected.
Connector lifecycle Review connector configuration and retry.

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