Connect ServiceNow and Xodo Sign to Build Intelligent Automations

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ServiceNow

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Xodo Sign

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Sent

Document Sent

Triggers when a document is sent.

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

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Do thisActions

Action is the task that follows automatically within your ServiceNow integrations.

Create Service Catalog Request

Create Service Catalog Request

Creates a ServiceNow catalog request for a selected item with quantity, requester, and any additional details.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

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Frequently Asked Questions

How do I start an integration between ServiceNow and Xodo Sign?

To start, connect both your ServiceNow and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in ServiceNow triggers actions in Xodo Sign (or vice versa).

Can we customize how data from ServiceNow is recorded in Xodo Sign?

Absolutely. You can customize how ServiceNow data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ServiceNow and Xodo Sign?

The data sync between ServiceNow and Xodo Sign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ServiceNow to Xodo Sign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ServiceNow and Xodo Sign?

Yes, you can set conditional logic to control the flow of data between ServiceNow and Xodo Sign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ServiceNow

About ServiceNow

ServiceNow is a cloud-based platform that provides enterprise solutions for IT service management (ITSM), IT operations management (ITOM), and IT business management (ITBM). It helps organizations streamline their workflows, automate processes, and improve service delivery across various departments.

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Xodo Sign

About Xodo Sign

Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.

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