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Customize your Citrix Right Signature and Microsoft Dynamics 365 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

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