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 Sheets
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
  • Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

  • Appends a new row to the bottom of the table.

  • Adds a new sheet.

  • Appends multiple rows to the bottom of the table.

  • Updates multiple rows.

  • Clears a specific cell.

  • Clears values from a specific row.

  • Clears a specified range of values from a spreadsheet.

  • Copies a sheet to another spreadsheet.

  • Creates a new spreadsheet.

  • Creates a new spreadsheet from a template sheet.

  • Deletes a conditional format rule at the given index. All subsequent rules' indexes are decremented.

  • Deletes a specific row.

  • Deletes a specific sheet.

  • Gets a specific cell.

  • Performs an arbitrary authorized API call.

  • Returns processed data as a result of the MAKE_FUNCTION or INTEGROMAT function. Sheets Add-On required.

  • Renames a specific sheet.

  • Updates a specific cell.

  • Updates a row.

Select a trigger and an action

Create workflow (opens in a new tab)