ServiceNow (Flow Designer) v2
This page contains instructions for the built-in ServiceNow (Flow Designer) v2 workflow created for integrations using the new Everbridge Flow Designer app. If this is your first time integrating xMatters with ServiceNow, we recommend that you start your integration with this workflow, which allows you to connect more components between the two systems and features functionality improvements to existing tools in current integrations such as ‘Incident Alerts’ and ‘Engage with xMatters’.
ServiceNow (Flow Designer) v2 is an xMatters workflow that uses the Everbridge Flow Designer app to become the voice and interface of an automation engine. It is the updated version of the ServiceNow (Flow Designer) workflow, which uses the legacy xMatters app. ServiceNow (Flow Designer) v2 improves on the ‘Incident Alerts’ and ‘Engage with xMatters’ integrations, expanding their functionalities and allowing further integration between ServiceNow and xMatters.
How it works
When ServiceNow sends a signal, it sends a JSON-formatted webhook to xMatters. A ServiceNow Record Alerts trigger in xMatters parses the webhook and initiates a flow. The webhook includes essential alert data you can use to enrich notifications to users or when building automated tasks.
Prerequisites
Before you can start using the new integration, you need the Everbridge Flow Designer app in ServiceNow and the ServiceNow (Flow Designer) v2 workflow in xMatters.
You’ll also need to configure your xMatters and ServiceNow instances to have users with specific roles and an endpoint to authenticate the connection.
Configure users

The integration requires a user who can authenticate REST requests from ServiceNow to xMatters when working with alerts. The necessary permissions are provided by the 'REST Web Service User' role in xMatters. See Create an integration user for more information on creating an integration user.

Flow Designer will need ServiceNow credentials to be able to perform actions like update the ServiceNow incident status, assignment, or add comments and work notes.
Make sure that your ServiceNow instance has a user with the itil or itil_admin roles, which have permissions to modify the records and fields in the designated table.
For information about adding users and assigning roles in ServiceNow, refer to the ServiceNow documentation.
Authentication credentials in xMatters

If you’re using basic auth to trigger your xMatters workflow, you need one of the following for authentication while setting up the integration:
- An API key or secret
- To obtain the API key, go to the user’s page, select the More Actions drop-down, then click Manage API Keys.
- The user ID and password of the xMatters integration user

If you’re using OAuth to trigger your xMatters workflow, you need the following information for authentication while setting up the integration:
- xMatters instance client ID
- To obtain the client ID, go to Workflows, then under Authentication, click OAuth.
- The user ID and password of the xMatters integration user
Install the workflow in xMatters
To use the integration features of the app, you need to install the ServiceNow (Flow Designer) v2 workflow in xMatters.
The following instructions describe how to install the workflow through the xMatters one-click installation process.

- On your xMatters instance, go to Workflows > Workflow Templates.
- Search for the workflow. There are a few available ServiceNow workflows—make sure that you install ServiceNow (Flow Designer) v2.
- Click Add to install the workflow.
- In the installation modal that opens, click Open Workflow.
Copy the trigger URLs
You need to copy the trigger URLs for the triggers in your flows as you'll need to use them to configure the integrations on the Everbridge Flow Designer app in ServiceNow.

- On the Flow Designer tab of the workflow page, open the Incident Alerts from ServiceNow flow canvas.
- On the canvas, double-click the ServiceNow Record Alerts Incident [incident] trigger to open its configuration settings.
- On the Settings tab, choose the authentication method (we recommend Basic Authentication or OAuth Authentication). The trigger URL is generated based on the selected authentication method.
- Copy the trigger URL. You'll need it to configure the integration in ServiceNow.
- You can now exit Flow Designer without saving any changes.

- On the Flow Designer tab of the workflow page, open the Engage with xMatters flow canvas.
- On the canvas, double-click the Engage with xMatters - ServiceNow Action trigger to open its configuration settings.
- On the Settings tab, choose the authentication method (we recommend Basic Authentication or OAuth Authentication). The trigger URL is generated based on the selected authentication method.
- Copy the trigger URL and the form URL. You'll need them to configure the integration in ServiceNow.
- You can now exit Flow Designer without saving any changes.
Set up the endpoint in xMatters
To set up an endpoint to connect to ServiceNow, follow the instructions on how to configure a ServiceNow authentication in xMatters.
Install the app in ServiceNow
Go to the ServiceNow store at store.servicenow.com and install the Everbridge Flow Designer app in your ServiceNow instance.
After you install the app, you should see the Everbridge Flow Designer menu in your ServiceNow instance.
Make sure that the users and the endpoint are correctly configured and you have the Everbridge Flow Designer app in ServiceNow and the ServiceNow (Flow Designer) v2 workflow in xMatters before proceeding with the next steps to set up your integration.
Configure the app in ServiceNow
There are some global settings you need to configure on the Everbridge Flow Designer app in ServiceNow before you can set up your integrations.

To open the Configuration page, go to Everbridge Flow Designer → Global Settings → Configuration, then configure the following options:
- Enable MID Server: If you’re using a MID server, select the checkbox and type the name of the MID server. If not, leave it unchecked.
- Debug Mode: You can enable debug mode by selecting the checkbox under Monitoring Options. If the checkbox is selected, more details will be logged in the Logs section to help identify the cause of potential issues.
Click Save to save your changes.

To open the Credentials page, go to Everbridge Flow Designer → Global Settings → Credentials, then fill in the following fields to create a credentials record:
- Name: Enter a name that describes this credentials record (e.g., the name of your xMatters instance)
- Instance URL: Type the Base URL for Flow Designer. Format: https://example.xmatters.com
- Username: Type the username of the xMatters or Everbridge user who will be used to connect to Flow Designer.
- Password: Type the password of the xMatters or Everbridge user who will be used to connect to Flow Designer.
- Client ID: If you used OAuth to connect to Flow Designer, enter the client ID. If you used basic auth, leave this field blank.
Click Submit to create the credentials record.
Now that you’ve set up all the necessary users, instances, and credentials, you can begin configuring the Incident Alerts and Engage with xMatters integrations.
Incident Alerts integration
The Incident Alerts integration can be configured to send alerts to Flow Designer when there are new and updated ServiceNow incidents.
Trigger profiles
In order to run an Incident Alerts integration, you need a trigger profile to connect the integration to the xMatters credentials and workflow configured for it.

To open the Trigger Profiles page, go to Everbridge Flow Designer → Global Settings → Trigger Profiles, then fill in the following fields to create a trigger profile to use with the Incident Alerts integration:
- Name: Enter a name that describes this trigger profile (e.g., the name of the integration for which you’re going to use the profile).
- Credentials: Select the xMatters user credentials configured for this integration.
- If using URL auth, leave this field blank.
- Workflow: Once you select the credentials, the drop-down list will populate with workflows in Flow Designer available for the credentials. Select the ‘ServiceNow (Flow Designer) v2’ workflow you’re using for this integration.
- If using URL auth, leave the ‘-- Enter trigger URL manually --’ option selected.
- Trigger: Once you select the workflow, the drop-down list will populate with the available triggers for the workflow. Select the ‘ServiceNow Record Alerts Incident’ trigger.
- Trigger URL: Once you select the trigger, this field will automatically be filled in.
- If using URL auth, enter the trigger URL manually.
- Default Alert Priority: Select a value that will be sent to Flow Designer or leave it on the default option. The integration may override the selection if the incident priority is set to a different value.
- Default Signal Mode: Type a value that will be sent to Flow Designer (optional). The integration will override the selection when it’s triggered based on whether it’s a new incident or the type of update applied.
- Additional Recipients: Type groups or users from xMatters or Everbridge as recipients that will receive the incident alerts in addition to the recipients in the Assignment Group or Assigned To fields in the ServiceNow incident.
- ServiceNow API User: Select the ServiceNow user that Flow Designer is using to send the updates in ServiceNow.
Click Submit to create the trigger profile.
Configure the Incident Alerts integration
In this setup, you'll configure the settings that will trigger a signal to Flow Designer when a ServiceNow incident is created or updated.

To open the main Incident Alerts page, go to Everbridge Flow Designer → Integrations → Incident Alerts, then fill in the following fields and options to configure the integration:
- Enable Incident Alerts: Select the checkbox to enable the integration.
- Trigger Profile: Enter the name of the trigger profile you created for the Incident Alerts integration.
- Active Priorities: Enter a comma-separated list of ServiceNow incident priorities that should trigger a signal to Flow Designer.
- Active Signal Modes: Enter a comma-separated list of signal modes you want to trigger a signal to Flow Designer. ‘Active Priorities’ and ‘Active States’ values apply to ‘Active Signal Modes’ values.
- The available signal modes are:
- User Assignment - a user was assigned to the incident
- Group Assignment - a group was assigned to the incident
- Assignment Removed - a user or group is no longer assigned to the incident
- Incident Active - the incident entered an active priority and state, but no one is assigned
- Incident Downgraded - the incident priority is no longer in the Active Priorities
- Incident Created - a new incident was created, but no one is assigned
- Incident Updated – an incident setting was updated other than assignment, priority, or state
- Incident Deleted - the incident was deleted
- Comment Added – a comment was added to the incident
- The available signal modes are:
- Active States: Enter a comma-separated list of incident states that should trigger a signal to Flow Designer.
Click Save once you’ve filled in all the required fields and options.
Test the Incident Alerts integration
After creating a trigger profile and configuring an Incident Alerts integration, you can test it by following these steps:

- Go to Service Desk → Incidents.
- On the upper-right corner of the page, click New.
- Fill in all the required fields.
- On the State field, select a state that you provided when you configured the ‘Active States’ on the Incident Alerts configuration page.
- On the Impact and Urgency fields, select values that set the priority to a value you provided when you configured the ‘Active Priorities’ on the Incident Alerts configuration page.
- On the Assignment group or Assigned to fields, select the groups and users you want to send the notification to.
- Click Submit.

In xMatters, go to the ServiceNow (Flow Designer) v2 workflow for the integration and open the Incident Alerts flow canvas. Click the Activity button to open the Activity panel. You should see a log of the notifications sent out to the Assignment Groups or Users you selected when you created the ServiceNow incident.
Actions integration
The Actions integration enables ServiceNow users to trigger flows in Flow Designer when a specific action is run. Actions are ServiceNow records that send requests to Flow Designer using the xMatters form layout as the request submission form. When the form is submitted in ServiceNow, ServiceNow will send the form values along with contextual record information to Flow Designer.
The ServiceNow (Flow Designer) v2 workflow includes a flow that uses the Actions integration for the Engage with xMatters feature in ServiceNow. We'll take you through how to configure an action for the Engage with xMatters feature, and you can use it as an example for building your own ServiceNow actions.
Configure an action for the Engage with xMatters feature
In this setup, you'll configure an action for ServiceNow incidents, allowing users with itil and itil_admin roles to request additional resolvers via xMatters. The action will include a form for the requester to add a custom message and conference bridge, and set the task priority.

To create an action record, go to Everbridge Flow Designer → Integrations → Actions, then fill in the following fields and options:
- Profile Name: Enter a name that describes this action. This is what you will see when selecting an action to run.
- Enabled: Select the checkbox so that the action will appear on the list of actions you can run.
- Related Table: Select the table for which you want the action to show up. In this case, set it to ‘Incident [incident]’.
- Roles with Access: Select the ServiceNow roles that must be assigned to users to access the action. In this case, roles like ‘itil’ and ‘itil_admin’ should suffice.
- Credentials: If using Basic or OAuth to authenticate to Flow Designer, Select the xMatters user credentials configured for this integration.
- Trigger URL: Enter the trigger URL you copied from the Engage with xMatters flow canvas on the ‘ServiceNow (Flow Designer) v2 workflow’ you installed on xMatters.
- Form Layout (Endpoint URL): Enter the form URL you copied from the Engage with xMatters flow canvas on the ‘ServiceNow (Flow Designer) v2 workflow’ you installed on xMatters.
- Signal Mode: Enter the value you want it to output as the Signal Mode in the xMatters workflow. You can set multiple actions to point to the same workflow and use the signal mode value to set which path a flow should take.
Click Submit once you’ve filled in all the required fields and options.
Test the Actions integration
After configuring an Actions integration, you can test it by following these steps:

- Go to Service Desk → Incidents.
- Open the ServiceNow incident you created for the Incident Alerts integration.
- On the upper-right corner of the page, click Actions.
- Select the action you configured.
- A modal will pop up with the form you specified on the ‘Form Layout (Endpoint URL)’ field when you configured the action.
- Fill in all the required fields on the form.
- Fill in all the required fields on the form.
- Click Submit to run the action.

In xMatters, go to the ServiceNow (Flow Designer) v2 workflow for the integration and open the Engage with xMatters flow canvas. Click the Activity button to open the Activity panel. You should see a log of the steps that were executed when the flow was triggered by running the action on the ServiceNow incident.

In ServiceNow, go back to the incident and go to the Related Records tab. You should see the incident tasks that were created when you ran the action.