Do everything in one place
Customize your Citrix Right Signature and Zuora 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
Zuora
- New/updated orderNew or updated order in Zuora
- New/updated recordNew or updated records in Zuora
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
Zuora
- Custom actionCustom action in Zuora (Custom)
- Create custom record BatchCreate custom record in Zuora
- Create recordCreate record in Zuora
- Get custom recordGet custom record in Zuora
- Get recordGet record by ID in Zuora
- Get order by order number BatchGet order in Zuora by order number
- Get orders by subscription numberGet orders by subscription number in Zuora
- Query records BatchQuery records using ZOQL in Zuora
- Search records BatchSearch records in Zuora
- Update custom record BatchUpdate custom record in Zuora
- Update order trigger dateUpdate trigger date for pending order in Zuora
- Update recordUpdate record in Zuora
Any other action you can think up
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