OkaySend and Salesflare
How to connect OkaySend
- Via Zapier — 11 operations available. Set it up ↗
- Via Make — 2 modules available. Set it up ↗
What you can automate
- When client Updated in OkaySend, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Created in OkaySend, find or create account, then find or create contact, then add contact to account in Salesflare.
About OkaySend
OkaySend simplifies the process of collecting documents and files from clients.
OkaySend operations on Zapier
Triggers (9)
Start a workflow when this happens
- All Fields Completed — Triggers when the status of a request changes to "complete" and all its fields are completed.
- Attachment Ready — Triggers when the status of a request changes to "complete" and has upload fields.
- Client Created — Triggers when a new client is added (created).
- Client Updated — Triggers when an existing client is updated.
- Field Approved — Triggers when response to a field is approved.
Show 4 more triggers
- Field Completed — Triggers when a field is completed and marked "done".
- Field Rejected — Triggers when response to a field is rejected.
- Request Archived — Triggers when a request is marked "done" and archived.
- Request Sent — Triggers when a request is finalized and moved from "Drafts" to "Sent".
Actions (2)
Things Salesflare can make it do
- Create a Client — Creates a new Client
- Create a Request — Creates and sends a new Request
OkaySend operations on Make
Actions (2)
Things Salesflare can make it do
- Create a Client — Creates a new Client
- Send a Document Request — Creates and sends a document request from a template
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