Set up a bi-directional webhook for the Docusign eSignature spoke

Configure the webhook in your Docusign account to enable Docusign to send data to ServiceNow when a recipient signs a document.

Avant de commencer

Role required: admin

Procédure

1. Connect a custom configuration to enable your Docusign application to share events and data with your ServiceNow instance.
   1. Log in to your Docusign account as an admin.
   2. In the admin dashboard, navigate to Integrations > Connect.
   3. Click Add Configuration.
      A list of the configuration types is displayed.
   4. Select Custom.
   5. On the form, fill these values.

      Field	Description
      Name	Name to identify the custom configuration.
      URL to Publish	Add your ServiceNow instance URL in this format: Under Event Settings, if you select Data Format as Legacy, enter https://{instance-name}.service-now.com/api/sn_docusign_spoke/docusign_webhook Under Event Settings, if you select Data Format as REST v2.1, enter, https://{instance-name}.service-now.com/api/sn_docusign_spoke/docusign_webhook_rest
      Data Format	Select either Legacy or REST v2.1. Remarque : Ensure that this selection matches is accordance with the URL you provided in URL to Publish.

      

2. Under Trigger Events, enable Docusign to share envelope events with ServiceNow by selecting these events:
   • Envelope Sent
   • Envelope Delivered
   • Envelope Signed/Completed
   • Envelope Declined
   • Envelope Voided
   • Envelope Deleted
   • Recipient Sent
   • Recipient Auto Responded
   • Recipient Delivered
   • Recipient Signed/Completed
   • Recipient Declined

   
3. Under Include Data, select the Recipients option.

   Select other options as per your requirement.

   

4. Select the Include basic authorization option in the header and provide your ServiceNow instance credentials.
   
5. Click Add Configuration.