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
Notion
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
  • Appends a new data source item content.

  • Appends a new page content.

  • Adds a new data source to database or page.

  • Creates a new item in a data source.

  • Creates a new database with default data source.

  • Creates a new database as a subpage in a specified page.

  • Creates a new item in a database.

  • Creates a new page in a specified page.

  • Sets a page content/block, as archived.

  • Gets a specified data source.

  • Gets a specified data source (or legacy database) item.

  • Gets a specified database.

  • Gets a specified database.

  • Gets a specified page.

  • Get a specified page content/block.

  • Performs an arbitrary authorized API call.

  • Updates a data source.

  • Updates an existing data source (or legacy database) item.

  • Updates an existing database.

  • Updates an existing database.

  • Updates an existing page.

  • Updates an existing page content/block.

Select a trigger and an action

Create workflow (opens in a new tab)