Seamless Document Storage with OnTask’s Dropbox Integration
Seamlessly move documents and forms between OnTask workflows and Dropbox storage whenever they’re needed with one simple integration.
About the Dropbox Integration
OnTask’s Dropbox integration lets you easily flow documents and forms collected in OnTask into your location of choice in Dropbox. Files are automatically uploaded upon completion, allowing you to access them on any device across the Dropbox cloud.
What You Need
- OnTask account
- Dropbox account
How to Get Set Up
- Create a workflow with a web form
- Add an export document task and choose Dropbox as the destination
- Enter your Dropbox credentials and click accept
Dropbox x OnTask Benefits
Streamline your document management processes.
Simplified Document Sharing.
Documents generated by or uploaded to OnTask are routed automatically to Dropbox storage
Structured Document Storage
Keep documents and data organized by uploading content to multiple Dropbox folders based on use case.
Secure File Sharing
Avoid the security risks that emailing documents can expose you to by sharing documents directly between OnTask workflows and your Dropbox account.
Reduced Version Confusion
Access the correct document every time thanks to OnTask’s automated workflows that connect to Dropbox storage.
How Can You Use the Dropbox Integration?
- Export uploaded documents for storage
- Organize collected documents
- Export documents generated from form data
- Export digitally signed documents for archival
Discover Even More OnTask Integrations
Explore a variety of software integrations to enhance your OnTask experience.
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.
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.
Don’t See the Integration You’re Looking For?
We’re here to ensure you have the tools to succeed. If you don’t see the integration you’re looking for, request it here.