Zapier - Setup guide

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Plans supporting this feature: Business Enterprise

Zapier is an online automation tool that helps to connect Document360 with other third-party tools and applications. Zapier acts as a buffer by creating automated workflows called Zaps, which work based on actions and triggers.

Prerequisites

  1. You must have an active Zapier account to begin with or sign up for one.

  2. An account in the third-party application you wish to connect with Document360 using Zapier (for example, Google Docs, Typeform, and more.)

Check out Zapier's getting started guide to learn how to connect to Document360 with other apps on Zapier, build workflows, and automate repetitive tasks

API key generation in Document360

  1. Navigate to  Connections () > Extensions in the left navigation bar in the Knowledge base portal.

  2. On the Zapier extension tile, click Connect.

    Document360 interface showing various extensions with a focus on connecting Zapier.

  3. A Zapier details popup appears with a generated Token.

  4. Click the Copy () icon.

    Zapier token details for Document360 app installation with copy option highlighted.

This API key will be used to connect the Document360 knowledge base with third-party applications on Zapier.


Zapier use cases for Document360

Below are some useful Zapier integrations that can enhance your experience with Document360 by connecting it to popular tools: