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OkaySend
Gmail

Connect OkaySend and Gmail

Explore ready-made OkaySend and Gmail templates and start automating in minutes.

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Create a custom workflow

Integrate OkaySend with Gmail and automate the work that moves between them — no code required.

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
Gmail
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

  • Copies an email or a draft into a selected folder.

  • Creates a new draft email.

  • Deletes an email by moving it to trash.

  • Gets a specific email info.

  • Sends a custom API call to Gmail. You can use this to call endpoints that aren’t covered by existing modules.

  • Marks an email or a draft as read by setting the "Read" flag.

  • Marks an email or a draft as unread by setting the "Unread" flag.

  • Moves the chosen email or a draft to the selected folder.

  • Replies to the specified email.

  • Sends a draft email.

  • Sends a new email.

  • Updates labels on the specified email message.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between OkaySend and Gmail.

Copy an email
Copies an email or a draft into a selected folder.
Action
Create a Client
Creates a new Client
Action
Create a draft email
Creates a new draft email.
Action
Delete an email
Deletes an email by moving it to trash.
Action
Get an email
Gets a specific email info.
Action
List email attachments and media
Retrieves a list of attachments & media for the specified email.
Search
Make an API call
Sends a custom API call to Gmail. You can use this to call endpoints that aren’t covered by existing modules.
Action
Mark an email as read
Marks an email or a draft as read by setting the "Read" flag.
Action
Mark an email as unread
Marks an email or a draft as unread by setting the "Unread" flag.
Action
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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.