Do everything in one place
Customize your Citrix Right Signature and Salesforce Marketing Cloud 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
Salesforce Marketing Cloud
- New data extension rowNew data extension row in Salesforce Marketing Cloud
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
Salesforce Marketing Cloud
- Custom actionCustom action in Salesforce Marketing Cloud (Custom)
- Copy data extensionCopy data extension in Salesforce Marketing Cloud
- Create email from HTML templateCreate email from HTML template in Salesforce Marketing Cloud
- Create data extension from templateCreate data extension from template in Salesforce Marketing Cloud
- Delete data extensionDelete data extension in Salesforce Marketing Cloud
- Search data extension BatchSearch data extension in Salesforce Marketing Cloud
- Search data extension row BatchSearch data extension row in Salesforce Marketing Cloud
- Upload assetUpload asset in Salesforce Marketing Cloud
- Upsert data extension rowUpsert row in data extension in Salesforce Marketing Cloud
- Upsert data extension row BatchBulk upsert row in data extension in Salesforce Marketing Cloud
Any other action you can think up
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