Build Automated Workflows with Live ServiceNow Data in Workato

About ServiceNow Data Integration

CData simplifies access and integration of live ServiceNow data. Our customers leverage CData connectivity to:

Get optimized performance since CData uses the REST API for data and the SOAP API for schema.

Read, write, update, and delete ServiceNow objects like Schedules, Timelines, Questions, Syslogs and more.

Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.

Securely authenticate with ServiceNow, including basic (username and password), OKTA, ADFS, OneLogin, and PingFederate authentication schemes.

Many users access live ServiceNow data from preferred analytics tools like Tableau, Power BI, and Excel, and use CData solutions to integrate ServiceNow data with their database or data warehouse.

Getting Started

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for ServiceNow, allowing you to easily build visualizations from live ServiceNow data in Workato. As you build automations, Workato generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to ServiceNow, leveraging server-side processing to quickly return ServiceNow data.

Configure ServiceNow Connectivity for Workato

Connectivity to ServiceNow from Workato is made possible through CData Connect Cloud. To work with ServiceNow data from Workato, we start by creating and configuring a ServiceNow connection.

Log into Connect Cloud, click Connections and click Add Connection

Select "ServiceNow" from the Add Connection panel

Enter the necessary authentication properties to connect to ServiceNow.

ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, you will need to register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, you will need to specify the Instance, Username, and Password connection properties.

See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.

Configuring a connection (Salesforce is shown)

Click Create & Test

Navigate to the Permissions tab in the Add ServiceNow Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

Click on your username at the top right of the Connect Cloud app and click User Profile.

On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.

Give your PAT a name and click Create.

The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to ServiceNow data from Workato.

Automate ServiceNow Data Workflows in Workato

To establish a connection from Workato to the CData Connect Cloud Virtual SQL Server API, follow these steps.

Log into Workato.

In the navigation bar, click Projects.

In your new (or existing) project, click Create > Connection.

In the search bar, enter "SQL Server" and open the Connect to SQL Server screen.

In Connect to SQL Server, enter the connection name and the following connecting settings:

Location: enter the name of the project.
Connection type: select Cloud.
Host: enter tds.cdata.com
Port: enter 14333
Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
Password: enter the PAT you previously generated page.
Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, ServiceNow1).

Configuring the connection to CData Connect Cloud.

Click Connect to see the Connection established message.

Next, set up your recipe. In your project, click Create > Recipe.

In Set up your recipe, enter the name and location of your recipe.

Select Run on a schedule.

Select the action to occur on the schedule.

Select a table from your Connect Cloud connection and any applicable filters.

Selecting tables for the Recipe (Jira is shown).

Click Save to save the recipe.

Click Test Jobs to test you recipe.

Real-Time Access to ServiceNow Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live ServiceNow data from Workato for workflows and automations. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Workato, refer to our Connect Cloud page.