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

harishdasari · ‎07-26-2017

Hi Ankur,

Thank you for your support in this thread. Yes I have implemented the Docusign outbound integration with your help.

Thanks once again.

Aman Gulati · ‎04-13-2024

I have implemented the integration but need to set the sender of docusign documents dynamically.

In your case who are the documents from docusign sent as?

Thank you

Aman

Brahmi Pandla · ‎05-23-2023

Hi Ankur,

Could you please share the document for Docusign with Servicenow integration by using REST Message

mohitdhaneja · ‎01-17-2018

HI Harish,

Can you tell me how you have generated access token.

URL--->"https://account-d.docusign.com/oauth/token"

client secret,client_id is an integreter key,

username & password

but getting an error invalid grant type.

Please help in this regard.

harishdasari · ‎01-17-2018

Hi Mohit,

it is quite easy. use the REST API explorer and now authenticate the docusign using your docusign credentials. Username and password. Now it should allow you to send the request.

Now simply click on the send request button, it will give response.

Here you find the Key, use it for your authorization.

REST API Explorer | DocuSign

Thanks.

Hope this is helpful