OKSign Integration
Connect OKSign to Arahi's no-code AI agents and automate workflows in minutes.
About the OKSign integration
Sign online contracts, purchase orders, forms, you name it. Simple and legal. With Arahi AI, you can connect OKSign to Blogger, Clockify, Cloud Convert and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Productivity
- Authentication
- keys
OKSign automation use cases
- Meeting notes → action items
- Extract tasks from OKSign pages or docs and push them to your project tracker.
- Document ingest to knowledge base
- Centralize scattered docs into OKSign with auto-tagging and cross-links as they're added.
- Recurring task automation
- Spin up weekly or monthly OKSign task templates without copy-pasting from last cycle.
- Approval routing
- Route OKSign documents through an approval chain with reminders and escalation.
OKSign workflow examples
- Send OKSign contracts from HubSpot deals
When a HubSpot deal moves to Contract Sent, then call OKSign Upload Document and Create Editor Express Session to route the NDA to the prospect for signing.
HubSpot deal advances then OKSign Upload Document sends NDA.
- Sync OKSign contacts from Google Sheets
Read a Google Sheets vendor list, then call OKSign Upload Contacts to batch-load signers and Retrieve Contacts to confirm upload counts back to the sheet.
Google Sheets exports vendors then OKSign Upload Contacts loads signers.
- Archive signed OKSign documents to Dropbox
After OKSign completes a signature, then call Check Document Exists and store the final PDF in a Dropbox client folder with a Notion index entry.
OKSign completes signature then Dropbox archives signed PDF.
OKSign actions
- Remove Briefcase
- Tool to remove a previously created briefcase from OKSign platform. Use when you need to delete a briefcase that is no longer needed. The briefcase is identified by the token received when it was created.
- Retrieve Briefcase Information
- Tool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.
- Remove Contacts
- Tool to remove specified contacts from the account's contact list. Use when you need to delete one or more contacts by providing their name and email.
- Retrieve Contacts
- Tool to retrieve the list of contacts stored in the account. Use when you need to access all contacts with their details including name, email, mobile number, and role.
- Upload Contacts
- Tool to insert or update contact information in the account's contact list. Use when you need to add new contacts or update existing ones with details like name, email, phone, mobile, address, company, or identifier.
- Retrieve Account Credits
- Tool to retrieve account credit balance and storage information. Use when you need to check available credits or storage capacity.
- Check Document Exists
- Tool to check if a signed or unsigned document still exists on the OKSign platform. Use when you need to verify document availability before performing operations.
- Remove Document
- Tool to remove a signed or unsigned document from the OKSign platform. Use when you need to delete a document and its signed copies from storage. Note: If document is removed immediately after signing while platform processes notifications, service may return FAILED status with retry message.
- Upload Document
- Tool to upload a PDF or Word document to OKSign platform for completion and/or signing. Use when you need to add a new document that requires signatures. Maximum file size is 10 MB. Supported formats: PDF, DOC, DOCX.
- Create Editor Express Session
- Tool to invoke the OKSign Editor Express for modifying documents and form descriptors. Use when you need to open documents in an interactive editor where users can add signature fields, form fields, and configure signing workflows. The editor URL returned can be embedded or redirected to within your application.
- Upload Form Descriptor
- Tool to upload form descriptor defining signature fields and other field types to a document. Use when you need to add form fields, signature areas, and configure signing workflows for a document.
- Get Active Documents
- Tool to retrieve all active document IDs and properties from OKsign account. Use when you need to list documents visible in the Active Documents tab. Note: Rate limited to 1 request per 3 minutes.
- Retrieve Linked Document List
- Tool to retrieve the list of linked signed or source document IDs related to a specific document. Use when you need to find linked documents (either the signed version of a source document, or the source of a signed document).
- Upload Notifications
- Tool to upload notifications defining email(s) and/or SMS(es) to be sent to signer(s) with signing links. Use when you need to send notification emails or SMS messages to document signers.
- Update Organization Token Info
- Tool to update organizational token information and settings for the account. Use when you need to configure or modify callback URL, webhook URL, or return URL for the organization's token.
- Remove SignExpress Token
- Tool to remove a previously uploaded SignExpress tokeninfo JSONObject from the OKSign platform. Use when you need to clean up or invalidate a SignExpress token that was created for sign button integration.
- Retrieve Users
- Tool to retrieve the list of users associated with the OkSign account. Use when you need to get all users in an account.