Do everything in one place
Customize your Citrix Right Signature and SuccessFactors integration with the following
triggers and actions.
Triggers
When this happens…
Citrix Right Signature
- New document event Real-timeNew document event in Citrix RightSignature
Any other trigger you can think up
SuccessFactors
- New or updated objectNew or updated records in SuccessFactors
- New or updated objects in batch BatchNew/Updated records in batch in SuccessFactors
Any other trigger you can think up
Actions
Do this…
Citrix Right Signature
- Check sending request statusCheck sending request status in Citrix RightSignature
- Create a sending request for a documentCreate a sending request in Citrix RightSignature
- Custom actionCustom action in Citrix RightSignature
- Get document detailsGet document details in Citrix RightSignature
- Get template detailsGet template details in Citrix RightSignature
- Search documentsSearch documents in Citrix RightSignature
- Search templatesSearch templates in Citrix RightSignature
- Send document from templateSend document from template in Citrix RightSignature
- Send a one-off documentSend a one-off document to signers in Citrix RightSignature
- Send reminderSend reminder to pending signers Citrix RightSignature
Any other action you can think up
SuccessFactors
- Custom actionCustom action in SuccessFactors (Custom)
- Search records using OData query BatchSearch records using OData query in SuccessFactors
- Create recordCreates a record in SuccessFactors
- Get record detailsGet record details in SuccessFactors
- Merge recordMerge record in SuccessFactors
- Search records BatchSearch for records in SuccessFactors
- Update recordUpdate record in SuccessFactors
- Upsert records BatchUpsert records in SuccessFactors
- Upsert recordUpsert record in SuccessFactors
Any other action you can think up
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