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

Authentication credentials in xMatters

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.

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.

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.

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.

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.

Test the Incident Alerts integration

After creating a trigger profile and configuring an Incident Alerts integration, you can test it by following these steps:

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.

Test the Actions integration

After configuring an Actions integration, you can test it by following these steps: