Business Workflow Automation
The solution to your paperwork problems. Put time back in your workday and work more efficiently with OnTask.
Workflows Designed to Fit Your Industry
Ensure students, staff and faculty have the right tools for success with education workflow automation.
Make patient intake easy for new patients while staying HIPAA-complaint with healthcare automation software.
Create and route legal documents to collect legally binding eSignatures from clients and stakeholders; freeing up your firm to focus on clients.
Grow your agency with automated form processing. Simplify how your agency handles quotes, proposals, invoices, and more.
Send, sign, action! Easily send and collect signatures on waivers, contracts, and invoices to power your studio.
Save time and money by taking vital paperwork digital and freeing up time for employees and volunteers.
Impress clients from the get-go with easy, secure document review and signing for invoices, purchase orders, and more.
Don't see your industry?
We support all verticals.
Use Cases to Streamline
Time-Consuming Processes
Take contracts digital for your sales department and give the right first impression to new clients.
Stay COVID-conscious with HIPAA-compliant vaccination tracking that can be accessed from any computer or mobile device.
Help new hires have a great first day by giving your HR team the tools to automate onboarding paperwork.
Collect new patient paperwork using HIPAA-compliant forms and eSignatures.
Solutions by Role
Easily Integrate OnTask With Your Favorite Apps
Zapier
Have a CRM, HRIS system, or other client management tool you can’t live without? Using OnTask’s Zapier integration, you can connect the apps you love and let the productivity flow.
Google Drive
Stay in sync. Automatically export documents into Google Drive as part of your workflow for easy cross-platform access.
Salesforce
Sales, HR, and marketing teams rejoice. Using OnTask’s Salesforce integration, you can automatically export documents into Salesforce’s web-based CRM as part of your workflow.
SharePoint
Manage and store documents with ease. OnTask’s Sharepoint integrations allow you to export documents to SharePoint’s powerful web-based team collaboration software as part of your workflow.
Dropbox
Access the documents you collect in the platforms you’re already using. OnTask’s Dropbox integration allows you to collect responses from users, and automatically send completed forms and documents to your desired Dropbox location.
Amazon S3
Amazon S3 is a highly secure web-based storage solution for businesses. OnTask’s Amazon S3 integration allows you to automatically export completed documents to your selected storage bucket as part of your workflow.
Keap
Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.
OpenAI | Zapier
Easily generate unique documents using OnTask’s ChatGPT by OpenAI integration, powered by Zapier. This new integration allows you to enter text to generate a document using AI, edit the document as needed, and send it out for signature. Try it out for yourself.
Capsule CRM
Capsule CRM is designed to help businesses win more sales and nurture existing relationships with the tools small and medium sized businesses need to thrive. Fully automate the collection NDAs, sales contracts and agreements with OnTask’s Capsule CRM integration.
Pipedrive
Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with OnTask via Zapier to automate your revenue-generating tasks.Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with OnTask via Zapier to automate your revenue-generating tasks.
Case Study
San Juan College Automates Contracts and Program Processes with OnTask
Secure, Compliant, Business Workflow Automation
OnTask complies with best practice standards to ensure your business’ data stays safe and secure.
