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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client User" from Rally.

Add your action

An action happens after the trigger—such as "Attach a File to a Record" in ServiceNow.

You’re connected!

Zapier seamlessly connects Rally and ServiceNow, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client User
Triggers when a new Client User is created.
Trigger
Polling
Try It
New Matter
Triggers when a new Matter is created.
Trigger
Polling
Try It
New Signature Requests Completed
Triggers when there are recently completed signature requests.
Trigger
Polling
Try It
- Table
  Required
Trigger
Polling
Try It
- File
  Required
- Table
  Required
Action
Write

- Table
  Required
Action
Write
- Filename
  Required
Action
Search

- Table
  Required
Action
Search or write

Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- Email
  Required
- Name
  Required
- File
  Required
- Categories
Action
Write
- Table
  Required
Trigger
Polling
Try It
- Table
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Table
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Rally and ServiceNow to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Rally to ServiceNow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ServiceNow

ServiceNow specializes in IT services management (ITSM), IT operations management (ITOM) and IT business management (ITBM).