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

Inactive_Us1180 · ‎05-09-2019

Hey Jcekol. I was actually able to setup the oAuth Token earlier today. I can show you the steps I took if you still need help. I am not confused on what to do next. lol.

jcekol · ‎06-12-2019

Hi Igomez, I am still struggling to get the oAuth token, Your help will be much appreciated.

Here is my email : jcekoli@gmail.com

Thanks in advance.

Inactive_Us1180 · ‎06-12-2019

Hey Jcekol. I just sent you an email with a screen shot of my Oauth provider view. This is where I struggled to get started. let me know if the screen shot helped or if you are stuck on a different part.

Thanks.

Michael Lee1 · ‎10-21-2019

I'm having a similar issue understanding how to setup my demo instance as an Oauth provider. Can you please share this info with me as well?

rameshg · ‎04-01-2022

Igomez,

Could you send me the details on how to generate oAuth token screen shots.

Thanks.