Connect OkaySend integrations
Compile your clients' required files and eSignatures by connecting OkaySend to Make. Linking this document portal with our workflow automation tool lets you instantly trigger new file requests, track client portal activities, and monitor signature statuses. Sign up for a free account today to automate your entire client onboarding and file intake pipeline.
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App developer is its official vendor.
This app is supported and maintained by the vendor OkaySend.
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Creates a new Client
Creates and sends a document request from a template
Triggers when a document request is marked "done" and archived.
Triggers when a request is completed.
Triggers when all signers have completed signing and the final signed PDF is ready.
Triggers when a new client is added (created).
Triggers when a signature request is declined by a signer.
Triggers when a signature request is expired.
Triggers when a field is completed by the client and is marked as "done".
Connect any app with OkaySend
Popular OkaySend workflows.
Connect OkaySend with Make to automate your message workflows and sync data with your favorite apps.
Supercharge Your Workflows: Integrate OkaySend with Make to Automate Tasks
Connect OkaySend with Make to automate your entire document collection process. Automatically sync files to cloud storage, update CRM records instantly, and send team notifications without any manual work.
Automatically send uploaded client documents directly to your preferred cloud storage folders without manual downloading.
Update client records in your CRM automatically as soon as they submit their requested files.
Send real-time alerts to Slack or MS Teams the moment a client completes their document checklist.
Automatically launch new document collection requests in OkaySend when a new client or deal is created.
FAQ
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A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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