Citrix Right Signature and Crossbeam integrations and automations

Seamlessly connect Citrix Right Signature and Crossbeam. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Citrix Right Signature
  • New document event Real-time
    New document event in Citrix RightSignature

    • Any other trigger you can think up

Actions

Do this…

Citrix Right Signature
  • Check sending request status
    Check sending request status in Citrix RightSignature
  • Create a sending request for a document
    Create a sending request in Citrix RightSignature
  • Custom action
    Custom action in Citrix RightSignature
  • Get document details
    Get document details in Citrix RightSignature
  • Get template details
    Get template details in Citrix RightSignature
  • Search documents
    Search documents in Citrix RightSignature
  • Search templates
    Search templates in Citrix RightSignature
  • Send document from template
    Send document from template in Citrix RightSignature
  • Send a one-off document
    Send a one-off document to signers in Citrix RightSignature
  • Send reminder
    Send reminder to pending signers Citrix RightSignature

    • Any other action you can think up

Crossbeam
  • Get partners
    Get your partners in Crossbeam
  • Get report data
    Get report data in Crossbeam from one of your reports
  • Get reports
    Get your reports in Crossbeam
  • Search partner records by record type and ID
    Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
  • Search record by domain
    Search your record data in Crossbeam with a matching domain
  • Search record by email
    Search your record data in Crossbeam for a record with a matching email
  • Search record by ID
    Searches your record data in Crossbeam with a matching ID

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation