Docusign Integration with Servicenow using REST API

[harishdasari]

Hi,

Anyone integrated docusign with servicenow.

I am able to generate OAuth Token, can I know what are steps next steps to send the envelopes to the users and what is the procedure.

Thank you.

[Ankur Bawiskar]

Hi Harish,

Could you mark the answer as correct, helpful and hit like if you were able to achieve the requirement. This helps in removing this question from unanswered list and others can search it immediately.

Thanks in advance.

Regards

Ankur

[Ankur Bawiskar]

Hi Harish,

Any update on this? Can you mark my answer as correct, helpful and hit like if you were able to achieve your requirement. This helps in removing this question from unanswered list and helps others to search similar question quicker. Thanks in advance.

Regards

Ankur

[harishdasari]

Hi Ankur,

Actually I am still working on it.

here requirement is, when user raise a request using service catalog, then it should send a URL to the user to sign the document.

Once the user completes signing the document, now signed document should be attached to the request which is created in servicenow.

Please explain me clear steps how I needs to accomplish this.

looking forward your help, and thank you so much for help so far.

Thank you.

[Ankur Bawiskar · Accepted solution]

Hi Harish,

So here is my understanding and accordingly the approach:

1) User raises RITM and attaches an attachment i.e. pdf file and submits the request.

2) Approvals etc if any will trigger as per the workflow.

3) Now the pdf file has to be sent to whom for signing. Will there be a variable to hold the signing person i.e recipient for docusign.

a) If yes then you can trigger the docusign code from workflow script and pick that's user's email address and DocuSign will send an email to that user.

In the subject keep the RITM number so that when DocuSign sends completion email it will be present in subject line.

b) If no then you need to check to whom it has to be sent. Will that be a hardcoded value of email address

4) Have an inbound email action on the custom table with type as new.

5) Have workflow to copy the incoming signed document from custom table to the RITM table.

Mark Correct if this solves your issue and also hit Like and Helpful if you find my response worthy based on the impact.

Thanks

Ankur

[Kumar96]

Hi Ankur

Need help on your post.

a) If yes then you can trigger the docusign code from workflow script and pick that's user's email address and DocuSign will send an email to that user.

In the subject keep the RITM number so that when DocuSign sends completion email it will be present in subject line.

*   DO I need to create a Oauth Profile and Rest Message   to achieve the above task or do I just put the code in a Workflow activity.

*         If you have code for the workflow activity, request you to provide me with the same.

Your help is appreciated