Book a demo with one of our product specialists today to find out more about APIs in Protecht ERM:
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