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Integrations with OnTask to Fill Process Gaps Webinar Rewind

Lunch & Learn Rewind: Connecting Existing Systems with OnTask to Fill Process Gaps

Do you ever get the feeling that something may be missing in your day-to-day work processes? It may not seem like a big deal to take a document from one system and upload it to another, but doing this each day—sometimes multiple times a day—really adds up and takes productive time away from you and your employees.

Most organizations rely on platforms such as ERPs, HRIS, CRMS, and custom solutions to organize data. While these systems typically solve for 80-90% of a company’s needs, there always seems to be a small gap that gets in the way of true productivity. Oftentimes, this gap exists in the routing, reviewing, and signing portion of the process.

In this month’s Lunch & Learn, Connecting Existing Systems with OnTask to Fill Process Gaps, we talked about how you can use OnTask to connect systems and get rid of process gaps. 

 

The Benefits of Integration

Before we begin, it’s important to understand why integrating tools like OnTask with your existing system is so important. According to the International Data Corporation, inefficient processes cost organizations up to 30% of their annual revenue each year. 

Enacting integrations between your systems however has a host of benefits, including:

  1. Higher data integrity and quality
  2. Seamless data transfers between systems
  3. Faster connections between databases
  4. Increased efficiency and overall ROI
  5. Streamlined customer and partner experience
  6. Comprehensive analytics and insights
  7. Boosted productivity for operations teams

 

Database Integrations Using OnTask API

Databases are collections of stored, organized data. Excel spreadsheets are a simple example of this, but CRMs also fall into this category. One of the main benefits of integrating with a database is data integrity, which refers to the maintenance and accuracy of data across platforms. Additionally, you can avoid manual data transfers or file duplications, the human error that occurs when copying data, as well as slow transaction processing.

During the webinar, we showed attendees how to insert a new row data automatically into an Excel sheet using OnTask API or by using a webhook with your traditional OnTask account. You can see this database integration example in the Lunch & Learn recording.

 

Document Integrations

While most eSignature platforms can’t integrate with your customer systems, OnTask can. Rather than manually tracking documents and uploading them to your systems, OnTask allows you to collect signatures and automatically transfer documents to your desired document management system. By using the two in tandem, your team no longer has to worry about lost documents or manual tracking.

 

Trigger Workflows to Start Outside of OnTask

If you have a CRM or HRIS system, you can add a button within it that is customer-facing which can be clicked to trigger an OnTask workflow. In our Lunch & Learn recording, you can see an actual example of what this would look like when sending offer letters to potential new hires and how to automatically send completed documents to Google Drive. 

 

Next Steps

To start integrating, having a plan of attack can come in handy. Your plan should include:

  • Identifying the gap(s) that are slowing your team down
  • Selecting the right integrations or APIs from OnTask
  • Customizing to fit your specific needs

Remember, if you ever get stuck, we’re here to help. You can join our weekly office hours on Thursday at 2:30 pm or work with your customer success specialist for help getting set up. And if there are any gaps you see that we can’t help you with, let us know. We want to ensure you have the tools needed to get started.

 

Lunch & Learn Q & A:

To close our Lunch & Learn, we held a Q & A session for attendees. See if any of these answer your questions.

Q: What systems is this compatible with?

A: If the system has the ability to provide a webhook and make outbound API calls, we can integrate with them. Here is a list of a few systems we integrate with:

  • Salesforce
  • HubSpot
  • ADP
  • Paylocity
  • Slack
  • NetSuite

Q: What is the value of having Google Sheets action buttons vs. additional workflow actions or steps?

A: The biggest benefit is time. For example, if your company uses Salesforce and you’d like to avoid the need for your salespeople to log into OnTask to send contracts, you can integrate the two systems so that they can launch the workflow directly from Salesforce. 

 

Q: Do you have GitHub?

A: Yes, we do have a GitHub with some examples that you should be able to get access to through contacting your customer success specialist.

 

If you’d like to see real examples of project requests and training acknowledgments, check out the recording of Connecting Existing Systems with OnTask to Fill Process Gaps. If you have questions, schedule a demo or reach out for support today.