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OkaySend
monday.com

Connect OkaySend and monday.com

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

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Create a custom workflow

Integrate OkaySend with monday.com 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
monday.com
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 new column to a specific board.

  • Adds a file to a file column value.

  • Adds a file to an existing update.

  • Adds subscribers to a board by their IDs and the board ID.

  • Creates a new board.

  • Creates a new group in a specific board.

  • Creates a new notification.

  • Creates subitem of an item.

  • Creates an item by the board ID.

  • Creates an item.

  • Creates a new update.

  • The tags mutation allows you to create new tags or receive their data if they already exist.

  • Deletes or archives an item.

  • Downloads a file by the asset ID.

  • Duplicates a board.

  • Duplicates a group.

  • Duplicates an item.

  • Performs an arbitrary authorized GraphQL query.

  • Returns a board.

  • Returns a group.

  • Returns a team.

  • Returns a user.

  • Returns an item.

  • Gets a column value of an item.

  • Moves an item between groups in the same board.

  • Removes subscribers from a board by their IDs and the board ID.

  • Updates multiple columns values of a specific item.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between OkaySend and monday.com.

Add a Column to a Board
Adds a new column to a specific board.
Action
Add a File to a File Column Value
Adds a file to a file column value.
Action
Add a File to an Update
Adds a file to an existing update.
Action
Add Board Subscribers
Adds subscribers to a board by their IDs and the board ID.
Action
Create a Board
Creates a new board.
Action
Create a Client
Creates a new Client
Action
Create a Group
Creates a new group in a specific board.
Action
Create a Notification
Creates a new notification.
Action
Create a Subitem
Creates subitem of an item.
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.