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OkaySend
Microsoft 365 Email (Outlook)

Connect OkaySend and Microsoft 365 Email (Outlook)

Explore ready-made OkaySend and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate OkaySend with Microsoft 365 Email (Outlook) 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
Microsoft 365 Email (Outlook)
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

  • Adds a large attachment to an email.

  • Creates a new draft email.

  • Deletes an email.

  • Downloads an attachment from an email.

  • Forwards an email.

  • Gets the metadata of a specified email.

  • Performs an arbitrary authorized API call.

  • Moves an email to a selected folder in the mailbox.

  • Replies to the sender of an email.

  • Sends a draft email.

  • Sends a new MIME or S-MIME message. Requires a fully pre-built MIME message — for S/MIME, the message must already be signed or encrypted outside Make.

  • Creates and sends a new email immediately.

  • To make SMTP/IMAP calls with a Microsoft OAuth connection, please use the app named "Email".

  • Updates an existing email.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between OkaySend and Microsoft 365 Email (Outlook).

Add an Attachment
Adds a large attachment to an email.
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.
Action
Download an Attachment (legacy)
Downloads an attachment from an email.
Action
Forward an Email
Forwards an email.
Action
Get an Email
Gets the metadata of a specified email.
Action
List Attachments
Retrieves a list of attachment from an email.
Search
Make an API Call
Performs an arbitrary authorized API call.
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.