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.

Frequently Asked Questions

What is Dropbox?

Dropbox is a cloud-based file hosting and storage platform that allows users to securely access and share synchronized documents.

How does the Dropbox integration work?

OnTask workflows can be configured to route documents to a designated Dropbox folder automatically. After OnTask has been integrated with Dropbox, documents will be exported to the appropriate destination whenever the workflow reaches the “Export Document” task.

How can I set up my Dropbox integration?

Use this step-by-step integration guide to get set up.

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.

Put workflows to work for your business.