GitHub integration overview

Overview

GitHub is a platform for version control and collaboration that allows teams to manage code, track issues, and coordinate development workflows. Persona’s GitHub integration enables teams to connect identity workflows with engineering and operational processes by creating, updating, and retrieving issues directly within GitHub repositories.

This integration is especially useful for teams that want to link onboarding, fraud detection, or investigation workflows with engineering triage, incident tracking, or support queues.

Benefits

Automated issue creation: Automatically create GitHub issues from Persona workflows when users are flagged, reviews are triggered, or investigations begin.

Centralized tracking: Use GitHub as a system of record for operational and engineering tasks tied to identity events.

Improved collaboration: Ensure engineering, risk, and operations teams stay aligned by syncing workflow outcomes with GitHub issues.

Reduced manual work: Eliminate the need to manually create or update tickets by automating actions directly from Persona.

Integration Features

Persona’s GitHub integration connects identity workflows with issue tracking and engineering processes. Key capabilities include:

Automated Issue Creation: Create new GitHub issues using data collected during onboarding, verification, or case review.

Issue Updates: Modify issue titles, descriptions, labels, or states as workflows progress.

Issue Retrieval: Fetch issue details to provide context during reviews or investigations.

Repository Context in Workflows: Pull GitHub issue data into Persona workflows to inform decisions and automate follow-up actions.

Setting up the GitHub integration

Prerequisites

To set up the GitHub integration, ensure you have:

• A GitHub account and access to a repository
• Permission to install or authorize a GitHub OAuth application
• Required scopes (depending on setup):
  • repo (for private repositories)
  • public_repo (for public repositories)
  • issues (read/write access to issues)

Setting up GitHub credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on GitHub.
2. Click Add Credential at the top of the page.
3. Enter a nickname for the credential and continue.
4. Authenticate with GitHub via OAuth.
5. Select the repositories you want Persona to access and approve permissions.

Using the GitHub integration in a workflow

1. Create a new workflow, or open an existing workflow.
2. Add a new action step under Integrations.
3. Select the GitHub integration and choose your credentials.
4. Configure input fields using Persona data (e.g., user info, case details).
5. Save and publish the workflow.

GitHub operations overview

Persona can take direct actions on GitHub issues, enabling workflows that connect identity verification and operational processes with engineering systems.

Below is a list of available Workflow Action steps and configurations:

Create Issue Workflow Action Step

Creates a new issue in a specified GitHub repository.

Configuration Steps:

Provide values for required fields:

• Owner (repository owner or organization)
• Repository
• Title

Optional fields:

• Body (issue description)
• Assignees
• Labels
• Milestone

List Issues Workflow Action Step

Retrieves a list of issues from a repository.

Configuration Steps:

Optional filters:

• State (open, closed, all)
• Labels
• Assignee
• Sort / Direction
• Page / Per Page

Retrieve Issue Workflow Action Step

Fetches a single issue by issue number.

Configuration Steps:

Required fields:

• Owner
• Repository
• Issue Number

Update Issue Workflow Action Step

Updates an existing GitHub issue.

Configuration Steps:

Required fields:

• Owner
• Repository
• Issue Number

Optional fields:

• Title
• Body
• State (open or closed)
• Assignees
• Labels

FAQs

Can I automatically create issues for flagged users or cases?

Yes. You can trigger the Create Issue action when a workflow detects risk signals, completes a review, or flags a user.

Can I assign issues to specific team members?

Yes. You can specify one or more assignees when creating or updating an issue.

How do I prevent duplicate issues?

You can use the List Issues action to search for existing issues (e.g., by label or title) before creating a new one.

Can I close issues automatically?

Yes. Use the Update Issue action to set the issue state to closed when a workflow reaches a final state.