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.

View 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

What is SharePoint?: SharePoint is a Microsoft intranet solution that allows organizations to share and manage content, find information, and facilitate collaboration across multiple teams.
What is SharePoint used for?: Organizations use Microsoft SharePoint to share information for collaborative projects and store files associated with important business tasks. The platform can be customized to provide each department or team with a dedicated site that provides access to the resources they need.
How does the SharePoint integration work?: Docubee workflows can be set up to export documents to Microsoft SharePoint automatically. Each workflow can send documents to a specific site, library, and path within SharePoint. After Docubee is configured and connected to SharePoint, it will send documents to the designated destination whenever the workflow reaches the “Export Document” task.
How can I set up my SharePoint integration?: Use this step-by-step integration guide to get set up.

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