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Using APIs product tour video

Synchronise new and updated ServiceNow incidents in Protecht.

By automating the synchronisation of ServiceNow incidents into Protecht ERM, risk and compliance teams gain real-time insights into critical events while reducing manual work and minimising data inconsistencies.

Watch this video to find out how you can set up this automation and enhance your incident management process.

 

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Product tour contents

Set up custom fields in ServiceNow

  • Add required custom fields to the incident form in ServiceNow
  • Ensure these fields align with Protecht ERM’s Incident and Breach Management register

Import the Workato recipe

  • Download the ServiceNow integration recipe from Protecht ERM Help
  • Import the recipe into Workato via Recipe Lifecycle Management
  • Retrieve the Incident and Breach Management Register ID from Register Designer
  • Determine whether email or username will be used for user lookup

Connect Workato to Protecht ERM

  • Enter the API user credentials (username and security token)
  • Use the Protecht ERM base URL to establish the connection

Connect Workato to ServiceNow

  • Enter the ServiceNow admin credentials and instance URL
  • Ensure access permissions align with incident data synchronisation needs

Start the Workato recipe

  • Verify that data flows correctly from ServiceNow to Protecht ERM

Validate successful synchronisation

  • Create a new incident in ServiceNow and confirm it automatically appears in Protecht ERM
  • Modify an existing incident in ServiceNow and check for real-time updates in Protecht ERM
  • Use the status indicator in Protecht ERM to track external system updates