Workflow integrations

Workflow integrations Original Procurement Experience

Workflow integrations are compatible with purchase, vendor and contract requests, and will most likely be used in the more complex vendor approvals. You can only use workflow integrations in the original Procurement experience.

  • Home and the new Procurement experience is being gradually rolled out throughout 2025.

  • When Home displays in the left menu, you know you’re on the new Procurement experience.
  • Read on to learn how to use workflow integrations in the original Procurement experience.

We have a set of 30+ 3rd party ticketing system integrations that allow you to conveniently manage request approval flows in the external systems you’re already accustomed to. With these integrations, approvals/rejections made in any of the supported platforms are automatically updated in Tipalti Hub, allowing you to benefit from greater visibility and control over your spend.

Purchase requests must originate in Tipalti.

Currently the Jira app is connected. All other apps are available for connection upon request. Please contact your Tipalti rep.

The process to set a workflow integration includes 3 steps:

  1. Connect the integration

    1. In the Back office menu, select Company integrations > Approval flow integrations.

    2. Select the relevant integration and fill in the mandatory fields.

  1. Add the integration to the approval flow

    1. In the Back office menu, select Approval flow > Purchase/Vendor/Contractor.

    2. Within the desired node, connect to the relevant integration.

  2. Mapping

    1. The mapping defines which fields from the request form will be sent to which fields in the 3rd-party integration form. Currently, the mapping of the form fields is done behind the scenes. Contact your Tipalti representative to set this up.