Do everything in one place
Customize your Citrix Right Signature and Infusionsoft 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
Infusionsoft
- New companyCompany is created in Infusionsoft
- New contactContact is created in Infusionsoft
- New orderOrder is created in Infusionsoft
- New opportunityOpportunity is created in Infusionsoft
- New paymentNew payment in Infusionsoft
- New tag assigned to contactTag assigned to contact is created in Infusionsoft
- New/updated contactContact is new or updated in Infusionsoft
- New/updated orderOrder is new or updated in Infusionsoft
- New/updated noteNote is created or updated in Infusionsoft
- New/updated productProduct is new or updated in Infusionsoft
- Product createdProduct created is created in Infusionsoft
- Updated contactContact is updated in Infusionsoft
- Updated orderOrder is updated in Infusionsoft
- Updated opportunityOpportunity is updated in Infusionsoft
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
Infusionsoft
- Custom actionCustom action in Infusionsoft (Custom)
- Add line item to OrderAdd line item to order in Infusionsoft
- Add payment to orderAdd payment to invoice in Infusionsoft
- Add tax to orderAdd tax to order in Infusionsoft
- Assign tag to contactAssign tag to contact in Infusionsoft
- Charge an invoiceCharge an invoice in Infusionsoft
- Create companyCreate company in Infusionsoft
- Create contactCreate contact in Infusionsoft
- Create noteCreate note in Infusionsoft
- Create opportunityCreate opportunity in Infusionsoft
- Create orderCreate order in Infusionsoft
- Create productCreate product in Infusionsoft
- Create TaskCreate task in Infusionsoft
- Get company details by IDGet company details in Infusionsoft
- Get contact details by IDGet contact details in Infusionsoft
- Get invoice by IDGet invoice by ID in Infusionsoft
- Get payment plan by Invoice IDGet payment plan details by invoice ID in Infusionsoft
- Get payment by IDGet payment by ID in Infusionsoft
- Get payments by Invoice IDGet payments details by invoice ID in Infusionsoft
- Get product details by IDGet product details in Infusionsoft
- Make contact marketableMake contact marketable in Infusionsoft
- Search companies BatchSearch companies in Infusionsoft
- Search contacts BatchSearch contacts in Infusionsoft
- Search credit cards BatchSearch credit cards in Infusionsoft
- Search invoices BatchSearch invoices in Infusionsoft
- Search order items BatchSearch order items in Infusionsoft
- Search orders BatchSearch orders in Infusionsoft
- Search products BatchSearch products in Infusionsoft
- Search tags BatchSearch tags in Infusionsoft
- Search tags by contact ID BatchSearch tags by contact ID in Infusionsoft
- Search users BatchSearch users in Infusionsoft
- Update companyUpdate company in Infusionsoft
- Update contactUpdate contact in Infusionsoft
- Update noteUpdate note in Infusionsoft
- Update opportunityUpdate opportunity in Infusionsoft
- Update orderUpdate order in Infusionsoft
- Update productUpdate product in Infusionsoft
Any other action you can think up
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