HRSD: Receive Completed DocuSign Document

Ashley Carlson
Tera Contributor

‎03-01-2024 12:47 PM

Hello - I am aware of the DocuSign integrations, but I haven't seen this scenario come up in my search. The team receives fully executed/signed DocuSign documents - currently they completed document is sent via DocuSign to a team email, which routes into SN to create an HRSD case. We are NOT looking to send documents from HRSD to DocuSign, as the documents are often started by other teams & they are an end-user.

 

Q: Is there a way for the completed document to flow directly into HRSD and create a task/case? Thus, avoiding a potential email failure or routing issues.

 

Thank you!

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James Chun
Kilo Patron

‎03-01-2024 03:34 PM

Hey @Ashley Carlson,

 

So once a user signs a document in DocuSign, it should create an HR Case in ServiceNow.

 

Not an expert in DocuSign, but maybe you can create a Webhook (DocuSign Connect) that is triggered by completing a document. Once triggered, it will then invoke ServiceNow REST API (custom or OOB) which would create a task/case in ServiceNow. Below are some references that can help you with this integration:

 

https://developers.docusign.com/platform/webhooks/connect/

https://www.servicenow.com/community/in-other-news/how-to-integrate-webhooks-into-servicenow/ba-p/22...

 

Good luck, cheers

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