Do everything in one place
Customize your Citrix Right Signature and Procore 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
Procore
- New event Real-timeNew events in Procore
- New recordNew record in Procore
- New/updated recordNew or updated record in Procore
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
Procore
- Add record to projectAdd record to project in Procore
- Create recordCreate record in Procore
- Custom actionCustom action in Procore
- Delete recordDelete record in Procore
- Get record details by IDGet record details by ID in Procore
- List folders and filesList folders and files in Procore
- Remove/delete record from projectRemove or delete record from project in Procore
- Search recordsSearch records in Procore
- Send invite to company userSend invite to company user in Procore
- Sync recordsCreate or update records in batch in Procore
- Update recordUpdate record in Procore
Any other action you can think up
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