Docusign Integration with Servicenow using REST API

harishdasari · ‎06-13-2017

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 · ‎06-20-2017

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

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

View solution in original post

Ankur Bawiskar · ‎06-13-2017

Hi Harish,

The header you can set from script no need to create that. The script for calling the docu sign api has to be on some table which has some document i.e pdf or doc which you need to send. Also you need to have the recipient email address which has to sign that.

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

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader

Inactive_Us1180 · ‎05-09-2019

Hey Harishasari - Were you able to get your integration with DocuSign to send and create envelopes? I have the OAuth piece setup, however I am having trouble with the POST.

Thanks!

rameshg · ‎04-01-2022

Ankur,

Thanks for the excellent post. I have couple of questions on step1 to generate the oAuth token.

Could you give me details of how to generate oAuth token, step by step.

I am able to manually generate it using postman, where in I have to provide "code" as input to generate oAuth token. I have obtained code using below URL :

https://account-d.docusign.com/oauth/auth?response_type=code&scope=signature&client_id={integration_key}&redirect_uri=http://localhost/

How do we obtain this code from ServiceNow?

harishdasari · ‎06-13-2017

shall i make it on sys_attachment table ?

Ankur Bawiskar · ‎06-13-2017

Hi Harish,

No it should be on some table which has the attachments such as incident record may have attachment, change record may have attachment.

Once the button is clicked on incident form the attachment if any will be sent to docusign. I am just giving an example. it depends on your requirement which document and on which table has to be sent over for signing.

If this answers your query then please mark the answer as correct, helpful and hit like. Thanks in advance.

Regards

Ankur

Regards,
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader