Integrations

Make your workflow faster, smoother, and smarter.

Google Drive
Make (Integromat)
Dropbox
OkaySend
Microsoft OneDrive
Xero
Box
Zapier

Reduce manual work.

Ditch manual workflows. Automate the laborious, repetitive tasks that slow you down.

Keep your data safe.

Safeguard data as it moves between apps. Your data stays secure and private at every step.

Automate your
workflow.

Automatically create requests, sync client details, and export documents instantly.

Connect your tools

Sync OkaySend with your favorite tools to automate your document workflow and keep your business connected.

OkaySend Logo
OkaySend integrations

Zapier

Connect to thousands of apps built to automate your workflow. See our Zapier integration documentation

Make logo (formerly Integromat)

Make (Integromat)

Automate actions across apps and keep data flowing seamlessly. See our Make integration documentation

Google Drive logo

Google Drive

Automatically export client documents and submissions to your Google Drive.

Dropbox logo

Dropbox

Automatically export completed responses and files directly to your Dropbox workspace.

OneDrive logo

OneDrive

Automatically export completed responses and files directly to your OneDrive workspace.

Box logo

Box Beta

Automatically export completed responses and files directly to your Box account.

Xero logo

Xero Beta

Automatically sync client data and documents with your Xero account for seamless recordkeeping.

OkaySend's API logo

API

Connect OkaySend with your existing systems using our secure and flexible API.

OkaySend's Webhook logo

Webhooks

Instantly trigger actions in your apps the moment an event occurs in OkaySend. Explore: Triggering actions with webhooks

Your questions and concerns.

Have more questions?

Go to the Help Center
Or write to us at help@okaysend.com. We'll get back to you promptly.

Use our API to connect with any app, or trigger real-time actions with Webhooks.

Or contact us to discuss a custom solution. We regularly add new integrations based on user feedback and can often build one for your workflow.

Can’t find the integration you’re looking for?

No. There are no premium or excluded integrations. All plans include full access to every integration without restrictions. All users, regardless of the plan, can connect and automate using any available app or service and connect as many apps as needed to automate their workflows.

Are there any limitations based on my tier?

No! Automate routine collection tasks using our #nocode intuitive drag-and-drop editor and dashboard.

Do I need to know how to code?

Absolutely. All integrations follow strict security and privacy standards. Data is transmitted via encrypted channels (TLS/SSL), and permissions are limited to what’s necessary.

Are integrations secure?

OkaySend only processes data needed for your workflow and does not access or store unrelated information from your integrations.

Also, once disconnected, OkaySend immediately stops syncing and loses access to that app’s data.

For more information about our privacy and security practices please read our Privacy Policy.

Does OkaySend store data from my connected apps?

If you need a custom integration, we’d love to hear from you. Join as an enterprise customer, and we’ll work with you to build or connect a solution tailored to your workflow.

Contact sales

My company needs a custom integration or feature that’s not yet supported by OkaySend. What should I do?




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