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OkaySend
WordPress

Connect OkaySend and WordPress

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

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Create a custom workflow

Integrate OkaySend with WordPress 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
WordPress
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 category.

  • Creates a comment.

  • Creates a media item.

  • Creates a post.

  • Creates a tag.

  • Creates a user.

  • Deletes a category specified by its ID.

  • Deletes a comment specified by its ID.

  • Deletes a media item specified by its ID.

  • Deletes a post specified by its ID.

  • Deletes a tag specified by its ID.

  • Deletes a user specified by its ID.

  • Returns info about a category specified by its ID.

  • Returns info about a comment specified by its ID.

  • Returns info about a media item specified by its ID.

  • Returns info about a post specified by its ID.

  • Returns info about a tag specified by its ID.

  • Returns info about a user specified by its ID.

  • Performs an arbitrary authorized API call.

  • Updates a category specified by its ID.

  • Updates a comment specified by its ID.

  • Updates a media item specified by its ID.

  • Updates a post specified by its ID.

  • Updates a tag specified by its ID.

  • Updates a user specified by its ID.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between OkaySend and WordPress.

Create a Category
Creates a category.
Action
Create a Client
Creates a new Client
Action
Create a Comment
Creates a comment.
Action
Create a Media Item
Creates a media item.
Action
Create a Post
Creates a post.
Action
Create a Tag
Creates a tag.
Action
Create a User
Creates a user.
Action
Delete a Category
Deletes a category specified by its ID.
Action
Delete a Comment
Deletes a comment specified by its ID.
Action
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Support

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.