You can integrate SaaS applications with Workflow Automation for the Business Insights service by adding them as tenants.

To add a SaaS application tenant:

1. Go to Administration > Workflow Integration.

2. Click Add SaaS Application Tenant.

   The Add SaaS Application Tenant page appears.

3. Under Choose the SaaS Application Provider, search for or choose from one of the SaaS applications you want to integrate for Workflow Automation.

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4. Under Name the SaaS Application Tenant, enter a name for the SaaS application tenant. It must be unique.

5. Under Onboard SaaS Application for, select Workflow Automation.

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6. Complete the specific configuration steps for your chosen application:
   • ServiceNow

     To configure ServiceNow as a tenant, you must have a ServiceNow user account with an admin role.

     To configure ServiceNow:

     • a. Verify the OAuth 2.0 plugin is active.

       To verify the OAuth 2.0 plugin is installed and active:

       1. Log in to your ServiceNow instance.

       2. Go to System Application > All Available Applications > All.

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       3. Enter OAuth 2.0 in the search bar. The OAuth 2.0 plugin appears. Ensure it's Installed.

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          If the plugin isn't installed, click Install and then Activate.

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     • b. Verify the OAuth property is active.

       To verify that the OAuth property is active:

       1. In the Filter navigator, enter sys_properties.list and press Enter on your keyboard.

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       2. On the System Properties page, enter the following property in the search bar and press Enter on your keyboard:

       com.snc.platform.security.oauth.is.active
                                                                               

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       3. Ensure that the Value column for the com.snc.platform.security.oauth.is.active property is true.

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          If it's not, in the Name column, click com.snc.platform.security.oauth.is.active, enter true for the Value, and then click Update.

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     • c. Configure an OAuth client application.

       To configure an OAuth client application:

       1. Go to System OAuth > Application Registry.

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       2. Click New.

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       3. Click Create an OAuth API endpoint for external clients.

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          The Application Registries New Record window appears.

       4. In the Application Registries New Record window:

          • Name: Enter a name for the OAuth client application. In this example, it's Zscaler SaaS Application Tenant.
          • Client ID: Copy the client ID of the application. You need it for a later step.
          • Client Secret: The shared secret of the application, which the ServiceNow instance and the OAuth client application use to authorize their communication. The secret generates after you submit this application registry.
          • Refresh Token Lifespan: The default lifespan is 8,640,000 seconds (100 days). Zscaler recommends changing it to a larger value, such as 157,700,000 seconds (5 years) because you'll need to configure ServiceNow as a new tenant after the refresh token expires.
          • Access Token Lifespan: The default value is 1,800 seconds (30 minutes). Zscaler recommends changing it to a larger value, such as 86,400 seconds (24 hours).

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       5. Click Submit.

       6. On the Application Registries page, in the Name column, click the name of the configured OAuth client application. In this example, it's Zscaler SaaS Application Tenant.

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          The Application Registries window appears.

       7. In the Application Registries window, click the Lock icon for Client Secret.

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       8. Copy the client secret. You need it for a later step.

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     • d. Add ServiceNow as a tenant.

       To add ServiceNow as a SaaS application tenant:

       1. Under Register the OAuth Application:

          • Client ID: Enter the client ID that you previously copied.
          • Client Secret: Enter the Client Secret that you previously copied.
          • Instance URL: Enter the URL used to log in to your ServiceNow instance.
          • User ID: Enter the user ID of the user account used to configure the OAuth client application.
          • User Password: Enter the password of the user account used to configure the OAuth client application.

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       2. Under Enter the ServiceNow Admin Email ID, enter the admin email ID used to log in to your ServiceNow instance.

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       3. Under Authorize the SaaS Application, click Authorize.

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     To learn more about the steps in ServiceNow, refer to the ServiceNow documentation.

     To learn more about adding additional object types for ServiceNow tenants, see Adding Object Types for ServiceNow Tenants.

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7. Click Save.