Integrate Docubee's Workflow Automation Tools

Streamline your document and data-sharing experience with Docubee (formerly OnTask). Integrate eSignatures, forms, and documents right into your native apps with the robust Docubee API.

Explore Docubee 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.

The Benefits of Integrating with Docubee

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 Docubee 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. Docubee comes with automated routing and makes documents more accessible for your teams.

Enable Greater Productivity