If you are new to Zapier, please read this first: https://www.ontask.io/help-center/zapier-integration-with-ontask/

Use a Zapier Event to send documents and forms to many other applications. When the workflow template reaches a Zapier Event, property names added to this step will be sent to a “Zap”.

To add to your workflow, you add a single Zapier event per template. On the right side, click ADD PROPERTY and add the property name of documents or other document related fields.



In Zapier, choose “When a Zapier Event is Reached in the Workflow” and create a Zap. Once the Zap is ready and turned on, when the Ontask workflow is run the documents and fields will be sent to the Zap and on to where you need that document!