Synchronize Docusign with ServiceNow

Synchronize ServiceNow with Docusign to access Docusign accounts, templates, and envelopes from the Docusign spoke.

Avant de commencer

Role required: admin

• Request IntegrationHub subscription
• Activate Docusign spoke
• Set up Docusign eSignature spoke using JWT grant

Pourquoi et quand exécuter cette tâche

Schedule a job to synchronize Docusign with your ServiceNow instance daily, or synchronize data as needed.

Procédure

1. Schedule a job to synchronize Docusign data with your ServiceNow instance.
   1. Navigate to Docusign > Scheduled Job.
      The Get Accounts & Templates scheduled job opens.
   2. Select Active.
   The Docusign eSignature spoke synchronizes accounts, templates, and envelopes daily.
2. Synchronize Docusign data as needed with a UI action.
   1. Navigate to Docusign > Accounts.
      The Accounts [sn_docusign_spoke_accounts] table opens.
   2. Click the Get Accounts related link.
   The system synchronizes all accounts linked through an OAuth Credential record and populates the Templates and Envelopes tables with Docusign data. Use template and envelope records when constructing flows.