Manage Documents More Efficiently with SharePoint for Docubee
Collect and generate documents from Docubee (formerly OnTask) workflows and route them directly to any SharePoint site.
About the SharePoint Integration
OnTask’s SharePoint integration makes it easy to manage, collaborate on, and store documents. Files are automatically sent to Sharepoint upon document or form completion.
What You Need
- Docubee account
- Admin access to Salesforce
How to Get Set Up
- Log in to Docubee and create a workflow with a web form and “Export Document” task
- Click the “SharePoint” button as the destination in the “Export Document” task
- Enter your Microsoft account details and accept permission for Docubee
Microsoft SharePoint x Docubee Benefits
Take control of your document processes.
Streamlined Document Sharing
Upload completed and signed documents directly to your SharePoint instance for easy, secure access.
Simplified Document Management
Keep your documents organized and up-to-date by automatically transferring them from Docubee to the appropriate SharePoint location.
Reduced Manual Processes
Automatically upload documents to SharePoint from Docubee to eliminate manual processes and reduce human error.
Remote-Enabled Processes
Whether in the office or working remotely, Docubee’s SharePoint integration keeps your processes consistent and productive.
Use the SharePoint Integration to Export...
- Single documents
- Signed documents
- Documents generated from form data
- Combined documents
- Templated documents
More Integrations to Keep You Productive
We’ve got the integrations needed to keep your workplace connected. View other available integrations.
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 Docubee’s Salesforce integration, you can automatically export documents into Salesforce’s web-based CRM as part of your workflow.
Zapier
Have a CRM, HRIS system, or other client management tool you can’t live without? Using Docubee’s Zapier integration, you can connect the apps you love and let the productivity flow.
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 Docubee’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.
SharePoint
Manage and store documents with ease. Docubee’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. Docubee’s Dropbox integration allows you to collect responses from users, and automatically send completed forms and documents to your desired Dropbox location.
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 Docubee’s Capsule CRM integration.
Pipedrive
Pipedrive is a CRM trusted by thousands of businesses designed to drive revenue. Now, you can connect Pipedrive with Docubee 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 Docubee via Zapier to automate your revenue-generating tasks.
Frequently Asked Questions
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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.
