Envoy + ServiceNow makes it simple to sync and route workplace issues to ServiceNow so that they can assigned and resolved by your team. Define custom workflows to trigger the creation of incidents, tasks, and problems in your ServiceNow instance when specific events occur within Envoy.
For example, you can create a workflow that automatically creates an incident for your in ServiceNow anytime an Employee reports an issue through the Envoy Mobile app.
Note: You’ll need to be an admin for your ServiceNow account to complete the app set up.
Video how-to: Installing and configuring ServiceNow
Create an OAuth client credential in ServiceNow
Next you'll need to create an OAuth application credential in ServiceNow so that Envoy can access your ServiceNow instance.
Log into your ServiceNow instance and then navigate to System OAuth > Application Registry and then click New.
On the interceptor page, click Create an OAuth API endpoint for external clients.
In the Name field, provide a unique name for the credential e.g. Envoy.
Click on the lock icon in the Redirect URL field to edit the URL and copy and paste the following callback URL.
Select OAuth Provider you created in the previous step and copy the Client ID and Client Secret from the application registry page. Note: Click the lock icon next to the Client Secret field to display the secret key.
Install the Application
Navigate to Apps > All apps in the Envoy dashboard.
Search for ServiceNow and Click Install.
Enter your ServiceNow OAuth client credentials (Client ID and Client Secret) from above in step #6 so that Envoy can access your ServiceNow instance.
Enter in the base URL for your ServiceNow instance.
https://<base URL>/nav_to.do>uri=<page name>.
Click Connect Account.
Click Allow from the ServiceNow OAuth prompt to allow Envoy to connect to your ServiceNow account.
Set up rules
Rules allow you to define workflows in an IFTTT format enabling you to customize how and when incidents, tasks, and users are created.
Configure an event and action
Click Add new rule.
Under Event select Ticket created from the picklist.
Under Action select Create or update from the picklist.
Under the ServiceNow Table select the table you would like Envoy to create a record in.
Then select add ticket attachment to sync any photos or attachments uploaded to ServiceNow.
Under Field Mappings click add a field mapping.
Search and or select each field you would like to sync from Envoy field column and select the corresponding field you would like to map it to from the ServiceNow column.
Note: Any fields you do not map will be not synced to ServiceNow.
Define Choice Column Actions
If any of your ServiceNow fields are a pick-list you must also select an action for how you would like those values to be handled.
You can select from 3 types of actions:
Create a new choice if not found - this will automatically add new values to your ServiceNow field if they do not exist.
Leave blank if no choice is found - this option will leave the value NULL if the Envoy value does not exist in the ServiceNow field.
Map to Envoy's value - this will map Envoy's value to corresponding values from your ServiceNow field. If a value is not found it will be left NULL.
Map picklist values
Here's how to map Envoy's picklist values to your ServiceNow values.
Select Map to Envoy's value from the list of actions.
In the Envoy value field enter in the Envoy value you would like to map and select the corresponding ServiceNow value. The values for every picklist field is listed below.
Envoy Category Values
office access, password, software, health-safety, equipment, wifi, rooms, printing, other
Envoy Source Values
ios, android, web
Envoy Type Values
problem, question, request, incident
Envoy Priority Values
urgent, high, normal, low
When you're finished with your rules you can click Done to save the rule.
Create a sync users rule
To sync the details of the user that opened the ticket to ServiceNow you will need to create a user rule and link that rule to previous rule you created.
Click Add new rule.
Under Event select Ticket created from the pick-list.
Under Action select Find from the pick-list.
Under the ServiceNow Table select Users.
Click Add a field mapping under the Field Mapping section.
And search for Requestor Email under Envoy field.
Select the corresponding email field in your ServiceNow Users table.
Now open the previous ticket created rule you created and under Reference Mappings click Add a reference mapping.
Then under the Envoy rule select find: Users.
Under the ServiceNow column select your corresponding user field.