Zapier integration with OnTask

Zapier- Connect your apps and automate workflows

Zapier allows you to instantly connect OnTask with 2,000+ apps to automate your documents and forms. When important events happen in one of your solutions, Zapier can be configured to use this as a trigger and begin an instance of your workflow template. OnTask connects with Zapier at the group level so your teams can connect to whichever applications they need for their business processes.

How to allow Zapier to access your OnTask account?

  1. Log in to your [Zapier account](https://zapier.com/sign-up) or create a new account.
  2. Navigate to “My Apps”.
  3. Now click on “Connect a new account…” and search for “OnTask”
  4. Enter your OnTask Group API (your access token generated at the group level in OnTask)

How to configure group access

Your OnTask users can be invited to each group and set as a member or group admin. The Group Admin role will be able to generate the Token to permit Zapier to access the workflow templates, select a template, and retrieve the fields for easy mapping.

For help adding or removing group members click here.

Add Access Token

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click Manage.
  3. In the left sidebar, select the group to which you want to create an access token for
  4. Click ACCESS TOKENS.
  5. Choose a name for this connection to Zapier
  6. Choose the permission level
  7. Click GENERATE TOKEN
  8. Copy the token to your clipboard by clicking the copy icon or use shortcut keys on your keyboard
 

Revoke Access Token

  1. Log in to OnTask by visiting https://app.ontask.io.
  2. Click Manage.
  3. In the left sidebar, select the group to which you want to add a member.
  4. Click ACCESS TOKENS.
  5. Click REVOKE