ServiceNow Integration

Space is the new name for the board.
Welcome to the KanBo 3.0 release!

In this article:

Overview

ServiceNow is a platform-as-a-service (PaaS) provider offering technical management support to the IT operations of large corporations, including IT service management and help desk functionality.

The integration of KanBo and ServiceNow allows you to automate KanBo actions by creating flows.

Installing KanBo in ServiceNow

To install KanBo:

  1. Take the XML file with the KanBo and upload it to the Retrieved Update Sets.

Use the import update set from the XML option.

  1. Open the update set.
  1. Select Preview Update Set.
  1. Select Commit Update Set.
  1. Open the Application Registries section.
  2. Select KanBo, and then edit the Client ID and Client Secret.
  3. Paste your instance address in the field Redirect URL in this format https://dev###.service-now.com/oauth_redirect.do.

Contact KanBo support for more details.

  1. Go to Connection&Credential Aliases.
  2. Open KanBo, and in Connections, select New.
  1. Enter the name, in Credential select KanBo, and in Connection URL paste “https://servicenow.authkanbo.com/kanbo/api”.
  1. Go to Credentials and create a new OAuth 2.0 credential.
  2. Enter a name and then, in OAuth Entity Profile find KanBo’s default profile.
  3. Select Submit.
  1. From the newly created credentials, get the OAuth Token.
  1. Enter the name of your KanBo instance and select Ok.

You may be asked for your Microsoft 365 credentials at this stage, unless you are already logged in.

  1. Select Allow to grant access.

You can now run flows with KanBo.

Preparing the flow

To create a flow:

  1. Create a new flow: https://docs.servicenow.com/bundle/orlando-servicenow-platform/page/administer/flow-designer/task/create-flow.html
  1. In Application, select KanBo.
  1. Select the trigger you want.
  1. Start adding KanBo actions.

Actions

Below you can find the user, space (board), and card actions information.

User actions

Add user to KanBo
Add user to Board
Add user to Card

Board collection actions

Add board collection
Remove board collection
Add board group
Add Board to Board group
Remove board from board group
Remove board group

Board actions

Add board
Remove board
Close board
Add board chat message
Enable statuses
Disable statuses
Add status
Set status
Rename status
Add list
Rename List
Remove list
Remove user from board

Card actions

Add card
Add comment on card
Add card from template
Archive card
Rename card

Card elements actions

Set due date
Set card date
Set start date
Add todo list
Add todo list item
Edit todo list item
Add note
Edit note
Rename note
Add child relation
Add next-previous relation
Add child card group
Remove user from card

Look up actions

  • The look up actions contain:
  • Look up Board Collections
  • Look up Board groups
  • Look up Boards
  • Look up Statuses
  • Look up Users
  • Look up Board Users
  • Look up Cards
  • Look up Board Templates
  • Look up Lists

These actions will provide you with an ID for the space (board), collection, or user, which you can then use in other actions.

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