The ServiceNow initiator is included with Alchemer Workflow. If you are interested in purchasing Alchemer Workflow, please contact us for additional information.
Overview
ServiceNow is used to set up systems that define, manage, automate and structure IT services for companies. With this initiator, events that occur in ServiceNow can automatically trigger targeted customer feedback Workflows, enabling you to gather valuable customer feedback at key touch points. This integration simplifies the process of collecting and utilizing customer feedback, providing a comprehensive solution for improving your services and overall customer satisfaction.
With Alchemer and ServiceNow, you and your team can:
- Initiate feedback Workflows after events occur in Servicenow, for example in a ServiceNow Flow Designer or from an Outbound web service.
There are two ways to initiate an Alchemer Workflow via ServiceNow.
1. Add a REST step to a ServiceNow Integration Hub Flow. For more details, refer to ServiceNow's documentation.
2. Add a REST Step in a ServiceNow scripted Outbound Rest web service. For more details, refer to ServiceNow's documentation.
Setup
1. Create a new Workflow.
2. Name your Workflow.
3. In Alchemer Workflow, select ServiceNow when choosing your Workflow initiator.
4. Select "REST Step / Outbound REST" then click "Next".
5. Click "Next" on the initiator overview screen.
5. Within your ServiceNow account, add a REST Step to a ServiceNow Integration Hub Flow OR in a ServiceNow scripted Outbound REST web service.
There are two ways to initiate an Alchemer Workflow via ServiceNow.
1. Add a REST step to a ServiceNow Integration Hub Flow. For configuration details, refer to ServiceNow's documentation.
2. Add a REST Step in a scripted ServiceNow scripted Outbound Rest web service. For configuration details, refer to ServiceNow's documentation.
6. Set the REST Step or Outbound REST endpoint to the URL endpoint provided by Alchemer. Then set the method to either POST or GET.
7. Define the fields the URL endpoint should accept. Fields can be passed as query parameters or as JSON in the body of a POST request. When complete, click "Add to Fields."
They fields must match exactly in both Alchemer and ServiceNow. For example, a field labeled "email" in ServiceNow must be added as "email" in Alchemer.
8. Click the "Save" button to complete configuration for this initiator.
Merge Codes
When the webhook fires, ServiceNow will pass any custom fields you defined to Alchemer Workflow. After configuring this initiator, you can use these fields in merge codes, logic, and other Workflow features.
For more information on how to use these merge codes in your Workflow, check out this article.
Example Use Case
TechSolutions Inc. relies on ServiceNow as its primary customer service platform. As a company they want the ability to collect timely and relevant customer feedback after customer interactions end, but currently they struggle with inconsistent and manual feedback collection processes.
To address these challenges, TechSolutions Inc. utilizes the Alchemer Workflow ServiceNow initiator. This automatically initiates feedback Workflows in Alchemer when specific events occur in their ServiceNow Case Management flows.
The Alchemer Workflow ServiceNow initiator enables immediate feedback collection, allowing TechSolutions Inc. to promptly address customer concerns. Additionally, this integration streamlines the feedback process, ensuring consistency and efficiency in collecting feedback after every customer interaction.
FAQs
1. The Integration Manager Permission is required to set-up and use the ServiceNow initiator. If you don't have this permission you will see the following message when selecting an initiator:
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Yes, you can create an unlimited number of Workflows that listen to the same initiator. However, you will need to create a new Workflow and configure the initiator each time. You can reuse the same ServiceNow authentication.
Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
