Add a sync in your team's operations

Things to do before you start:

• Make sure you’re a team admin

• Launch Operations for your team. Learn how to launch Operations for your team

On the team’s profile page, scroll to the Operations section and select Get started.

Select Sync from the sidebar on the Operations page and select Add sync.

Fill in some important details for your sync:

• Name: Name your sync to easily find it later.

• Assignee team: You can select a team to own this sync. It’s optional, so you can skip selecting an assignee team.

• Project: Select the project you want to use for this sync. Once the sync is created, you can only change to a project of the same type. So, a sync created for a service project can’t be switched to a software project later on.

• Turn off notifications: Select this option if you wish to mute alert notifications from this sync. When notifications are off, you won’t receive notifications for alerts created by this sync.

Select Continue to save the sync. It will be OFF by default.

Configure your integration as per your team’s preferences:

Select Edit in Sync settings to change the sync’s name, assignee team, project, and notification preference.

Set rules to create and process alerts

You can define rules to create an alert, acknowledge an alert, add a note, or close an alert. Some rules will be added by default.

Set rules to take actions against alert events

You can define rules to create or update requests in projects when alerts are created or processed.

When you’re ready, select Turn on sync to proceed or Close to leave without turning on the sync.

You’ll be able to see the sync added to the list where you can select the More actions button to directly manage your sync.