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Connect Docusign to Servicenow like Magic

How to Use Magical to Transfer Data from Docusign to Servicenow
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Transfer Data from Docusign to Servicenow: A Step-by-Step Guide

With Magical, you can transfer data from Docusign to Servicenow in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Docusign to Servicenow, helping you speed up response time and optimize your customer support processes.

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What Docusign data can you transfer

Magical enables you to transfer a wide array of data from Docusign to Servicenow. Here are some examples of the information you can extract:

Document Name
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.

How to Transfer data from Docusign to Servicenow using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Servicenow for more efficient customer support. Follow these steps:

  1. Sign in to your Docusign account and open the document containing the data you want to transfer, such as document details and signer information.
  2. In Docusign, label the information you want to transfer with Magical, like Document Name, Signer Name, or Document Status.
  3. Sign in to your Servicenow account and open the record where you want to add the Docusign data.
  4. Type "//" in an empty field and select the information you want to transfer from Docusign such as Document Name, Signer Name, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Docusign and Servicenow

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Docusign is a powerful e-signature platform and Servicenow is a robust customer service management solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Docusign to Servicenow, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect DocuSign and Servicenow

Using Zapier

Zapier provides a seamless connection between Docusign and Servicenow, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Docusign and Servicenow is by directly utilizing their APIs. By integrating both APIs, you empower sales and support teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

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Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on DocuSign and transfer data directly to Servicenow. The extension is designed to simplify the process of data collection by automating the extraction of information from DocuSign. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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