OnTask Workflow Integration
Fill gaps between departments and stop doing things by hand. Connect OnTask with your most-loved productivity apps, CRM, and HRIS systems to revolutionize workplace productivity.
Find Workflow Harmony by Integrating OnTask With All Your Favorite Apps
Fill Gaps Between Departments
Don’t let documents get lost in translation. Automate the sending, storage, and even follow-ups needed to keep processes running.
Simplify File Management
Cut out extra steps in your workflow by automatically exporting documents into the storage systems you already use.
Improve the Employee Experience
Make it easy for employees to submit requests, collect documents, and get out from under piles of paperwork with connected platforms.
Let employees focus on important work, and let the tools you trust do the heavy lifting.
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.
Stay in sync. Automatically export documents into Google Drive as part of your workflow for easy cross-platform access.
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.
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.
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 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.
Integrate OnTask’s Workflow Automation Tools
Streamline Your Document and Data Sharing Experience. Integrate eSignatures, forms, and documents right into your native apps with the robust OnTask API.
We have an ECM program for document storage. OnTask fits beautifully in the middle ground. Some things needed a workflow, but not something so complex as to be in the ECM. We are finding more and more forms going into OnTask.”
Dr. Karen Acree, Director of Application and Technology, San Juan College
The Benefits of Integrating with OnTask
Get Secure eSignatures on Documents
Legally binding and secure eSignatures complete with audit trails, and automated reminders for documents waiting to be signed.
Access Documents Where You Need Them
Integrating OnTask with your apps means managing documents has never been easier because they’re already in the systems you use most.
Bring Processes Full Circle
Keep apps communicating and working behind the scenes to ensure nothing slips. OnTask comes with automated routing and makes documents more accessible for your teams.
Enable Greater Productivity
Whether in office or remote, OnTask makes it easier for teams to stay on the same page when it comes to documents.