Citrix Right Signature and Crossbeam integrations and automations

Do everything in one place

Customize your Citrix Right Signature and Crossbeam integration with the following triggers and actions.

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

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