Set up triggers for the Docusign eSignature spoke
Set up the trigger to generate the callback URL on your ServiceNow instance.
Before you begin
- Request an Integration Hub subscription.
- Activate and set up the Docusign eSignature spoke.
- Role required: admin.
Enable system property for client credentials grant type
Create or enable the glide.oauth.inbound.client.credential.grant_type.enabled system property to use the OAuth client credentials grant type for inbound integrations from the Docusign OAuth client to ServiceNow instance.
Before you begin
Role required: admin
About this task
For more information about client credentials grant type, see Client Credentials.
Procedure
Navigate to All > System Properties > All Properties.
Search for the
glide.oauth.inbound.client.credential.grant_type.enabledsystem property.Open the record.
For Value, enter
true.Right-click the form header and click Save.
Create an application registry to authenticate the inbound calls
Create an application registry in the ServiceNow instance to authenticate the inbound calls.
Before you begin
Role required: admin
Procedure
Navigate to All > System OAuth > Application Registry.
Click New.
Select Create an OAuth API endpoint for external clients.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name to identify the application registry record. For example, `Docusign External Trigger`. |
| OAuth Application User | User role to which the OAuth token flow is mapped.Important: By default, this field is not displayed on the Application Registries form. Configure the form layout to see the field on the form. For information about configuring the form layout, see . |
Right-click the form header and click Save.
Application registry record is created and value of Client Secret is generated.
Copy and record the values of Client ID and Client Secret for later use.
Activate the trigger definition on ServiceNow instance
Activate the trigger definition to generate the callback URL on your ServiceNow instance.
Before you begin
Role required: flow_designer and connection_admin.
About this task
Docusign uses the callback URL to securely send the payload to the ServiceNow instance.
Procedure
Navigate to All > Process Automation > Workflow Studio.
Select the Integrations tab.
Toggle and enable the Inbound tab.
Locate the Docusign eSignature Spoke card and select View Details.
Locate the Docusign eSignature Spoke card.
- Select Configure.
Configure the endpoint.
On the form, fill these values.
Field Description Required roles Roles using which the flow will be triggered. For example, select admin. Application Registry Select the application registry you had created to authenticate inbound calls. For example, select Docusign External Trigger.
Activate the endpoint.
Click Activate.
The endpoint is activated and the value of URL is generated.
Copy and record the value of URL for later use.
Copy the URL for later use.
Add configuration in Docusign account
Add a custom configuration in the Docusign account to send real‐time data updates to the ServiceNow instance.
Before you begin
Role required: admin
Procedure
Log in to the Docusign account as an admin.
Click Admin.
Navigate to Integrations > Connect.
Under Configurations, click Add Configuration and select Custom.
On the form, fill in the values.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Name | Name to identify the custom configuration record. | ||||||
| URL to Publish | Enter the URL that is generated when you activated the trigger definition in this format: `https://| Data Format | Ensure that you select REST v2.1. | Event Message Delivery Mode | Select Send Individual Messages (SIM). | Trigger Events | Expand Envelope and Recipients and select 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 Image omitted: trigger-events-docusign.png Triggers events to be selected.</p> Under Include Data, select the Recipients option. Select other options as per your requirement. Image omitted: include-data.png Select the Recipients option.</p></td></tr></tbody>
Image omitted: edit-conf-docusign.png Edit the custom configuration.
What to do nextCreate flows in Workflow Studio using these triggers as per your requirement. For more information, see . |