OkaySend and Salesflare

How to connect OkaySend

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.

OkaySend simplifies the process of collecting documents and files from clients.

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".

Things Salesflare can make it do

Start a workflow when this happens

Watch Archived Document Requests — Triggers when a document request is marked "done" and archived.
Watch Completed Document Requests — Triggers when a request is completed.
Watch Completed Signature Requests — Triggers when all signers have completed signing and the final signed PDF is ready.
Watch Created Client — Triggers when a new client is added (created).
Watch Declined Signature Requests — Triggers when a signature request is declined by a signer.

Show 9 more triggers

Watch Expired Signature Requests — Triggers when a signature request is expired.
Watch Field Completion — Triggers when a field is completed by the client and is marked as "done".
Watch Sent Document Requests — Triggers when a document request is finalized and moved from "Drafts" to "Sent".
Watch Sent Signature Requests — Triggers when a new signature request is sent.
Watch Signer Signed — Triggers when a signature is added by a signer.
Watch Updated Client — Triggers when an existing client is updated.
Watch Viewed Signature Requests — Triggers when a signature request is viewed by a signer or a CC’d recipient.
Watch for Field Approval — Triggers when response to a field is approved.
Watch for Field Rejection — Triggers when response to a field is rejected.