ServiceNow Integration | Online Help | Zoho Projects

ServiceNow Integration

ServiceNow is a service management application which allows you to manage requests in the form of incidents. Install Zoho Projects in ServiceNow and manage your incidents as tasks or issues.

Access Privilege

Only ServiceNow users who are part of the Zoho Projects portal can access the project tabs.

After installing Zoho Projects in your Servicenow instance follow these steps to authenticate the portal.

Setup

  1. Enter this URL "https://accounts.zoho.com/developerconsole" and click Add Client ID.
  2. Enter the client's name and domain.
  3. In the Authorised redirect URIs , enter Servicenow(instance)  /oauth_redirect.do and click Create.
  4. Once the Client ID is created successfully, make note of the Client ID and Client Secret.
  5. Search for Application Registry in Filter navigator and navigate to ZohoOauth.
  6. Enter the Client ID and Client Secret.
  7. Enter the Authorised redirect URI in redirect URL and click Update in the top right corner.

Note:

If the System Administrator sets the role as,

  • "x_manen_zoho_proje.ZohoProjectsAdmin" - the user will be able to access Setup  and Contacts.
  • "x_manen_zoho_proje.ZPModuleCreation" - the user will be able to access Incidents.

Authentication

  1. Login in to your ServiceNow instance.
  2. Search for Zoho Projects in the Filter navigator.
  3. Select the Setup option and click Authenticate.
  4. Select your domain and click Proceed.

Configure the Portal

  1. Search for Zoho Projects in the Filter navigator.
  2. Click on Setup from the left panel.
  3. Select the desired portal and click  Configure.

Create a Task/Issue From a New Incident

  1. Search for Incident in the Filter navigator.
  2. Select Create new from the left panel.
  3. Click Zoho Projects on the right corner in the incident detail page (on the top panel).
  4. Click on the Create task/Create bug button and select a project.
  5. Enter the task/bug name, task/bug details and click Add.

Create a Task/Issue From an Existing Incident

  1. Search for Incident in the Filter navigator.
  2. Select All from the left panel.
  3. Navigate to any of the existing incident and click Zoho Projects on the right corner of the top panel.
  4. Click on the Create task button and Select a project.
  5. Enter the task name, task details and click Add.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Zendesk Integration

                                                                                        Zendesk helps in tracking and prioritizing tickets based on the customer requirement. It provides an effective solution for resolving problems and helps organizations reduce down-time. Benefits: Tickets can be converted into issues or tasks easily. ...
                                                                                      • Slack Integration

                                                                                        For effective team communication, we have integrated Slack into Zoho Projects. Now, you can push your project updates to Slack feeds and manage your project activities. Group your project activities and conversations together to keep the project ...
                                                                                      • Gitlab Integration

                                                                                        Gitlab integration allows you to host your repositories, see source commits, and make code changes. And so, now you can view all the changes made in your Gitlab repository in Zoho Projects. You must copy the Webhook URL in Zoho Projects to map the ...
                                                                                      • Gitea Integration

                                                                                        Gitea integration allows you to host your repositories, see source commits, and make code changes. And so, now you can view all the changes made in your Gitea repository in Zoho Projects. You must copy the Webhook URL in Zoho Projects to map the ...
                                                                                      • Integration Field

                                                                                        Integration Field allows the users to update data from Zoho CRM. By enabling this feature, the user can establish a relationship between the data in Zoho Projects and the data in Zoho CRM.  Click   in the top navigation band. Navigate to ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources