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Customize your Citrix Right Signature and Intercom 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
Intercom
- New company Real-timeNew company in Intercom
- New contactNew contact in Intercom
- New conversationNew conversation in Intercom
- New userNew user in Intercom
- Updated contactUpdated contact in Intercom
- Updated conversationUpdated conversation in Intercom
- Updated userUpdated user in Intercom
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
Intercom
- Custom actionCustom action in Intercom (Custom)
- Add conversation noteAdd conversation note in Intercom
- Archive users BatchArchive users in Intercom
- Get conversation by IDGet conversation by ID in Intercom
- Reply to conversation as userReply to a conversation in Intercom
- Search conversations by user BatchSearch conversations by user in Intercom
- Search notes by user BatchSearch notes by user in Intercom
- Search segments by user BatchSearch segments by user in Intercom
- Search tags by user BatchSearch tags by user in Intercom
- Search userSearch user in Intercom
- Update userUpdate user in Intercom
- Create/update users BatchInsert/update users in Intercom
Any other action you can think up
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