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Get secure, compliant digital signatures in seconds.

Easily collect staff, customer, or patient data with compliant digital forms.

Merge data from multiple sources and generate fillable documents with ease.

Integrate signatures, forms, documents, and workflows into your native apps in minutes.

Help your departments work faster with eSignatures, forms, and documents connected by intelligent workflows.

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OnTask Keap Integration

Keap Integration with OnTask

Put your focus on gaining new customers by automating the agreements that power your sales cycle with our Keap integration powered by Zapier.

About the Keap Integration

Our Keap integration is designed to help small businesses do more with less. Keap is a CRM built for service-based small businesses. Keap automates sales and marketing activities. Pairing it with OnTask means users can automate the creation, sending, and signing of all the agreements and documents needed.

What You Need

  • OnTask account
  • Keap account
  • Zapier account

How to Get Set Up

  • Create your workflow in OnTask
  • Add a custom tag in Keap to trigger Zapier
  • Connect OnTask with Keap via Zapier
OnTask Keap Integration

Keap OnTask Benefits

Spend more time closing deals and less time on getting contracts signed.

Fast Document Generation

Create sales documents with a few clicks of a button. OnTask can use information stored in Keap to generate contracts and agreements like waivers, master services agreements, and NDAs.

More Secure Documents

OnTask is a fully HIPAA, FERPA, and SOC 2-compliant tool with legally binding eSignatures.

Fewer Touchpoints

Fewer touchpoints mean less time spent creating a single document, and fewer chances for avoidable errors.

Customer Satisfaction

With OnTask’s Keap integration, creating documents with a professional look is easy. Give customers the right impression with branded documents that send the right message.

Use our Keap Integration to:

  • Generate and send digital agreements to customers and prospects.
  • Create a custom, automated sales process
  • Automatically set reminders for documents sent in OnTask to ensure documents get signed.
OnTask Keap Integration

View More Integrations

Explore a variety of software integrations to enhance your OnTask experience.

Frequently Asked Questions

Is it easy to integrate Keap and OnTask?

Yes. Our Keap integration can be set up in just a few steps with the help of Zapier. Here is a walkthrough on how to get set up.

Is Keap easy to use?

Keap is known for its ease of use and easy setup because a dedicated customer success manager is assigned to every plan. Learn more about using Keap here.

How can you use Keap and OnTask together?

Keap is a small business CRM that automates sales and marketing activities. OnTask offers eSignatures, forms, documents, and automated workflows to power your business further. You can use the Keap integration to:
  • Send and sign agreements or contracts
  • Automate the creation of agreements or contracts
  • Route documents
  • Track document status
  • Set automated reminders and follow-ups
  • Automatically store documents in the location of your choice

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.