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OkaySend

Connect OkaySend integrations

Request client files and legally-binding signatures automatically by integrating OkaySend with Make to build secure intake portals. Linking these branded portals to our workflow automation tool lets you instantly dispatch document requests from your CRM, send auto-reminders, and track submissions. Sign up for free today to speed up your onboarding workflows.

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Verified

OkaySend

This app is supported and maintained by the official vendor OkaySend.

Triggers and actions

Developed, supported and maintained by community users.

Watch Archived Document Requests
Triggers when a document request is marked "done" and archived.
Trigger
Watch Completed Document Requests
Triggers when a request is completed.
Trigger
Watch Completed Signature Requests
Triggers when all signers have completed signing and the final signed PDF is ready.
Trigger
Watch Created Client
Triggers when a new client is added (created).
Trigger
Watch Declined Signature Requests
Triggers when a signature request is declined by a signer.
Trigger
Watch Expired Signature Requests
Triggers when a signature request is expired.
Trigger
Watch Field Completion
Triggers when a field is completed by the client and is marked as "done".
Trigger
Watch for Field Approval
Triggers when response to a field is approved.
Trigger
Watch for Field Rejection
Triggers when response to a field is rejected.
Trigger
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Supercharge your workflows

Unlock the Power of OkaySend: Integrate and Automate with Make

Connect OkaySend with Make to automate your entire document collection pipeline. Instantly update CRM records, send instant team alerts, and back up files to your cloud folders automatically.

Automatic Cloud Backup

Instantly save client-submitted documents to your preferred cloud storage folders the moment they are received.

Keep Your CRM Updated

Automatically update client profiles and attach gathered documents directly to your CRM records.

Real-Time Team Alerts

Send instant notifications to your team on Slack or email as soon as a client uploads their requested files.

Trigger Requests Automatically

Kick off new document requests in OkaySend automatically when a new client sign-up or deal occurs in your other business apps.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

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.