Sprinklr - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Sprinklr and OpenText Core Signature

1. Social Media Consent and Authorization Capture

Flow: Sprinklr ? OpenText Core Signature

When a customer requests a formal authorization through a social channel, Sprinklr can route the interaction into an electronic signature workflow in OpenText Core Signature. This is useful for capturing consent forms, service approvals, or policy acknowledgements that begin in social care but require legally binding approval.

• Customer initiates request via social message or direct message
• Agent creates a signature request from the case in Sprinklr
• OpenText Core Signature sends the document for signing
• Signed copy is returned and attached to the customer record or case

Business value: Reduces manual follow-up, speeds up compliance-sensitive approvals, and creates a complete audit trail for customer interactions.

2. Customer Onboarding Document Signing from Social Campaigns

Flow: Sprinklr ? OpenText Core Signature

Marketing or customer acquisition teams can use Sprinklr to engage prospects who respond to social campaigns, then trigger signature workflows for onboarding documents, terms and conditions, or service agreements in OpenText Core Signature. This is especially valuable when social channels are used as an entry point for high-volume lead capture.

• Prospect engages with a campaign or lead form in Sprinklr
• Qualified lead is handed off to a signing workflow
• OpenText Core Signature collects signatures on onboarding documents
• Status updates are sent back to Sprinklr or downstream CRM systems

Business value: Shortens time to onboard, improves conversion rates, and removes friction between marketing engagement and contract execution.

3. Escalation of Complaint Settlements and Service Agreements

Flow: Sprinklr ? OpenText Core Signature

Customer care teams using Sprinklr can resolve escalated complaints by sending settlement letters, goodwill agreements, or revised service terms for signature. This is useful when a resolution requires customer acceptance before the case can be closed.

• Agent identifies a case requiring formal acceptance
• Agreement is generated from a template and sent to OpenText Core Signature
• Customer signs digitally from a secure link
• Signed document is stored with the case and closure is triggered in Sprinklr

Business value: Improves case resolution speed, reduces back-and-forth communication, and ensures documented customer agreement.

4. Influencer, Partner, and Vendor Agreement Execution

Flow: Sprinklr ? OpenText Core Signature

Sprinklr teams managing social campaigns, brand partnerships, or influencer programs can use OpenText Core Signature to execute NDAs, campaign participation agreements, and vendor contracts. This supports fast-moving marketing operations where approvals often happen across multiple regions and teams.

• Campaign manager identifies a partner requiring formal agreement
• Agreement is generated from approved templates
• OpenText Core Signature handles signature routing and reminders
• Execution status is reflected in campaign workflow in Sprinklr

Business value: Accelerates partner onboarding, reduces legal bottlenecks, and keeps campaign launches on schedule.

5. Regulated Industry Approval Workflows for Public Responses

Flow: Bi-directional

In regulated industries such as financial services, healthcare, or insurance, Sprinklr can manage the drafting and internal approval of public-facing responses, while OpenText Core Signature can capture formal sign-off from legal, compliance, or executive approvers when required. This creates a controlled approval chain for sensitive communications.

• Response draft is created in Sprinklr
• Internal approvers review and request changes
• Final approval is routed through OpenText Core Signature for formal sign-off
• Approved response is published from Sprinklr with audit evidence retained

Business value: Strengthens compliance controls, reduces risk of unauthorized messaging, and provides defensible approval records.

6. Signed Document Delivery After Social Service Resolution

Flow: OpenText Core Signature ? Sprinklr

After a document is signed in OpenText Core Signature, the completion status and signed copy can be sent back to Sprinklr so service agents have immediate visibility into the outcome. This is useful when a customer is waiting on proof of completion, updated terms, or signed confirmation before the case can proceed.

• Document is signed in OpenText Core Signature
• Completion event updates the related case in Sprinklr
• Agent receives notification and can close or advance the case
• Customer communication is sent through the appropriate digital channel

Business value: Improves agent productivity, reduces status-check calls, and ensures customers receive timely updates.

7. Audit-Ready Record Retention for Customer-Facing Agreements

Flow: OpenText Core Signature ? Sprinklr

Signed documents from OpenText Core Signature can be linked to customer interaction records in Sprinklr to create a unified audit trail. This is valuable for organizations that need to demonstrate who approved what, when, and in response to which customer interaction.

• Signed agreement is completed in OpenText Core Signature
• Document metadata and signature certificate are pushed to Sprinklr
• Case, campaign, or customer interaction record is updated
• Teams can retrieve the signed artifact during audits or disputes

Business value: Supports compliance, simplifies audits, and reduces time spent searching across systems for signed evidence.

8. High-Volume Digital Workflow for Service Requests Requiring Signature

Flow: Sprinklr ? OpenText Core Signature

For service requests that require customer authorization, such as account changes, data requests, or policy updates, Sprinklr can initiate the request and OpenText Core Signature can handle the signature step. This is especially effective for teams managing large volumes of inbound requests across social and messaging channels.

• Customer submits request through a social or messaging channel
• Agent validates the request and generates the required form
• OpenText Core Signature sends the form for signature
• Signed request is returned and the service action is completed

Business value: Streamlines request handling, reduces manual paperwork, and improves turnaround time for customer service operations.