Go to the Channel Catalog to learn more about what plans have access to this channel. Sign into Quickbase, and then go to Pipelines > Channels.
ServiceNow is a software as a service offering used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.
Please note that terms used in the ServiceNow channel categories are ServiceNow specific terminology.
How to connect
On the My pipelines page, select Create Pipeline.
Search for or select a step, and then select it to add it to the pipeline.
When you add a step to a pipeline, it is added to the canvas of the pipeline designer.Expand the Connection section of the step, and add the required information.
Connect to ServiceNow
Expand ServiceNow in the list of channels on the right side of the page and click Connect to ServiceNow.
Enter the Endpoint URL, Username, and Password for your account and click Connect to ServiceNow.
How to reconnect
You may need to reconnect your account to a channel. Reasons may be (but not limited to):
If you need to connect a different account.
Authorization updates, such as a changed password.
Editing the access rights that Pipelines has to the channel.
To reconnect:
Select a pipeline that already has this channel in it.
Open a step that contains this channel.
Under account, select Connect (or reconnect) and follow the process above, How to connect.
Steps
The steps you can use with ServiceNow fall into a single category: Table Objects
Note: You cannot use jinja expressions in trigger conditions unless explicitly specified as possible.
Type | Name | Description |
|---|---|---|
Table Objects | ||
Trigger | Table Object Created | Triggers when a new table object is created in the selected account. |
Trigger | Table Object Updated | Triggers when a new table object is updated in the selected account. |
Action | Create a Table Object | Creates a new table object in the selected account. |
Action | Update a Table Object | Updates a table object in the selected account. |
Action | Delete a Table Object | Deletes a table object in the selected account. |
Query | Search Table Objects | Search all table objects in the selected account and returns a list of results. |
Action | Fetch a Linked Table Object | Fetches a linked table object. |
Action | Look Up a Table Object | Searches table objects in the selected account and returns a single record. |
Use case examples
The following are some examples of using the ServiceNow channel.
In this example, when table object is created in ServiceNow, we want to upload the record to Quickbase.
We add the ServiceNow step Table Object Created.
We find our Quickbase record using the step, Look Up a Record.
We upload the table object with the Quickbase step Update a Record.
