Connect ServiceNow

When a quote needs to become work in your service desk, TackQuote raises the record for you. It creates a ServiceNow record through the Table API — incident by default, or whichever table you nominate — with the quote number, company, requester, and total in the description, and with correlation_id set to the quote and correlation_display naming TackQuote, so the record can be traced back to where it came from. The sys_id, record number, and a deep link land back on the quote. Buyer-facing notes are copied, internal notes deliberately are not: margin and strategy detail has no business in a ticket the customer's whole organisation can read.

TackQuote posts to /api/now/table/{table} on your instance using a ServiceNow account over HTTP Basic, then persists the created record onto the quote.

• ServiceNow instance URL (https://yourinstance.service-now.com)
• A ServiceNow account with create access on the target table
• Basic auth API access permitted for that account — newer instances restrict it by default
• TackQuote Starter plan or above

1. 1

   Prepare a ServiceNow account

   Create or nominate an integration user with create access on the target table. On newer instances an admin also has to allow Basic auth API access for that account.
2. 2

   Connect in TackQuote

   Enter your instance URL, username, and password in TackQuote Integrations → ServiceNow, and optionally the table to write to. Credentials are validated against the instance before saving.
3. 3

   Raise a record from a quote

   From a quote, create the ServiceNow record. TackQuote builds the description from the quote and returns the real record number, not a placeholder.
4. 4

   Follow the link either direction

   The quote shows the record number and a deep link into your instance; the record's correlation fields point back at the quote.