Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

OkaySend
Trigger: Watch Archived Document Requests
Google Calendar
Action: Select an action
1. Select a trigger
  • 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".

  • Triggers when response to a field is approved.

  • Triggers when response to a field is rejected.

  • Triggers when a document request is finalized and moved from "Drafts" to "Sent".

  • Triggers when a new signature request is sent.

  • Triggers when a signature is added by a signer.

  • Triggers when an existing client is updated.

  • Triggers when a signature request is viewed by a signer or a CC’d recipient.

2. Select an action
  • Clears a primary calendar. This operation deletes all events associated with the primary calendar of an account.

  • Creates a new calendar.

  • Creates a new access control rule.

  • Creates a new event.

  • Deletes a calendar.

  • Deletes an access control rule.

  • Deletes an event.

  • Duplicates an event.

  • Returns metadata for a calendar.

  • Returns metadata of an access control rule.

  • Returns metadata for an event in the specific calendar.

  • Returns free/busy information for a set of calendars.

  • Performs an arbitrary authorized API call.

  • Updates an existing calendar.

  • Updates an existing access control rule.

  • Updates an existing event.

Select a trigger and an action

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