Seamless Document Storage with Docubee’s Dropbox Integration
Seamlessly move documents and forms between Docubee (formerly 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 Docubee 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
- Docubee account
- Admin access to Salesforce
How to Get Set Up
- Create a workflow with a web form
- Add an export document task and choose Dropbox as the destination
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Dropbox x Docubee Benefits
Streamline your document management processes.
Simplified Document Sharing.
Documents generated by or uploaded to Docubee 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 Docubee workflows and your Dropbox account.
Reduced Version Confusion
Access the correct document every time thanks to Docubee’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 Docubee Integrations
Explore a variety of software integrations to enhance your Docubee experience.
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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