Do everything in one place
Customize your Citrix Right Signature and Lever 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
Lever
- New event Real-timeNew event of object in Lever
- New/updated recordNew/updated record in Lever
- New recordNew record in Lever
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
Lever
- Custom actionCustom action in (Custom)
- Add field to opportunityAdd field to opportunity in Lever
- Apply to a postingApply to a posting in Lever
- Create recordCreate record in Lever
- Deactivate userDeactivate a user in Lever
- Delete recordDelete record in Lever
- Download fileDownload record in Lever
- Get recordGet record in Lever
- Reactivate userReactivate a user in Lever
- Remove field from opportunityRemove field from opportunity in Lever
- Search recordsSearch records in Lever
- Update recordUpdate record in Lever
- Upload fileUpload record in Lever
Any other action you can think up
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