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.

Before you begin

Role required: admin

Procedure

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.

<table id=“table_br4_rlc_t1c”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Name to identify the custom configuration.

</td></tr><tr><td>

URL to Publish

</td><td>

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

</td></tr><tr><td>

Data Format

</td><td>

Select either Legacy or REST v2.1.Note: Ensure that this selection matches is accordance with the URL you provided in URL to Publish.

</td></tr></tbody> </table> [Omitted image “ds-webhook-event.png”] Alt text: Select the Events settings and enter URL to publish.

1. 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

   • Recipient Delegate [Omitted image "ds-trigger-events.png"] Alt text: Select the required envelope events.

2. Under Include Data, select the Delegates and Recipients options.

   Select other options as per your requirement.

   [Omitted image "include-data.png"] Alt text: Select the Recipients and Delegates options.

3. Select the Include basic authorization option in the header and provide your ServiceNow instance credentials.

   [Omitted image "ds-basic-auth-header.png"] Alt text: Option to include basic authentiocation header.

4. Click Add Configuration.