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
YouTube
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 video to the playlist by its ID.

  • Creates a new playlist in a channel of the authorized account or on behalf of a content owner or their channel, if specified.

  • Deletes a specified playlist.

  • Deletes a YouTube video.

  • Performs an arbitrary authorized API call.

  • Creates a reply to the specified comment.

  • Uploads a custom thumbnail and sets it for the video.

  • Uploads and sets a custom banner on the specified channel.

  • Updates details of the specified channel.

  • Updates a playlist in the authorized account or on the account of the owner or their channel, if specified.

  • Updates the metadata of an existing video by its ID.

  • Uploads a video to YouTube and optionally sets the video's metadata.

Select a trigger and an action

Create workflow (opens in a new tab)