Send signature requests upon form completion
When a user completes an intake or agreement form in OkaySend, automatically generate and send an envelope for signature using Signaturely.
See all OkaySend + Signaturely integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
OkaySend Explore OkaySend →
TriggersFires when a form is submitted in OkaySend.
Fires when a respondent finishes a survey in OkaySend.
Fires when an existing response is edited in OkaySend.
Creates or updates a form or survey in OkaySend.
Looks up a specific form response in OkaySend.
Adds a respondent or contact to a form in OkaySend.
Signaturely Explore Signaturely →
TriggersFires when a document is sent for signature in Signaturely.
Fires when all parties have signed a document in Signaturely.
Fires when a signer declines to sign in Signaturely.
Fires when a pending envelope in Signaturely is voided.
Sends a document out for signature via Signaturely.
Voids a pending envelope in Signaturely.
Checks a document's signing status in Signaturely.
Creates a reusable signing template in Signaturely.
More OkaySend + Signaturely workflows
Mark respondent status as completed when documents are signed
When an envelope is fully signed in Signaturely, automatically update the matching respondent profile in OkaySend to reflect completed compliance.
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Update survey records when a document signature is declined
If a client declines to sign an envelope in Signaturely, automatically update their survey record in OkaySend so team members can address objections.
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See all OkaySend + Signaturely integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send signature requests upon form completion” between OkaySend and Signaturely?
Yes — describe it in the box above and Knit's Integrations Agent researches OkaySend and Signaturely's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Signaturely to OkaySend speed up document collection?
When prospective clients or recruits complete an intake form in OkaySend, you can automatically send them a personalized signature envelope through Signaturely.
Can document signing events update my survey records?
Yes, once an envelope is completed, voided, or declined in Signaturely, the corresponding respondent record in OkaySend can be updated automatically.