---
title: "Integrating Gmail with Document360 using Zapier"
slug: "document360-gmail"
description: "Integrate Gmail with Document360 to automate email updates for new articles, enhancing communication and collaboration effortlessly."
updated: 2025-12-27T08:05:16Z
published: 2026-01-31T17:30:02Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating Gmail with Document360 using Zapier

**Gmail** is a widely used email service developed by Google that provides users with a simple and efficient platform for sending, receiving, and organizing emails. Known for its user-friendly interface, **Gmail** offers features like powerful search capabilities, spam filtering, and integration with other Google services such as Google Drive and Calendar. **Gmail** is a versatile tool for communication and collaboration.

---

## Integrating **Gmail** with Document360

While using Document360 as your knowledge base platform and **Gmail** as your communication tool, you may encounter a need to keep external vendors or stakeholders informed about updates to your knowledge base. The Document360-**Gmail** integration simplifies this process by automatically sending custom emails via **Gmail** whenever a new article is published in your Document360 knowledge base. This ensures seamless communication, reduces manual effort, and keeps all stakeholders effortlessly updated.

To establish a connection between **Gmail** and Document360, follow the below steps:

1. Ensure that you have logged into your [Zapier account](https://zapier.com/app/dashboard).
2. From the left navigation menu, click **Create**and then click**Zaps**from the options****available.

Zap will be created with **Trigger** and **Action** flow.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenGif-Zapier_Google_Docs.gif)

### Connecting **Gmail** and Document360 in **Zapier**

To establish a connection between **Gmail** and Document360, follow the below steps:

#### Step 1: Setting up trigger: Connecting Document360

1. In the **Trigger**field, choose **Document360**.
2. On the Setup panel that appears on the right, select a desired event in the **Event**field.
3. Click the **Account** field, and a **Sign-in** panel will appear.
4. Enter your sign-in credentials and click **Allow**.

To generate the API token from the Document360 portal,
5. Navigate to ****Connections**** (**) > **Extensions** in the left navigation bar****in the Knowledge base portal.
6. On the **Zapier** extension tile, click **Connect**.

![Document360 interface showing various extensions with a focus on connecting Zapier.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20integration.png)
7. Click the Copy (**) icon to copy the token.

![Zapier token details for Document360 app installation with copy option highlighted.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20token%20ID.png)
8. Head back to the **Zapier** panel and paste the API token in the field.
9. Click **Yes, Continue to Document360**.

![5_Screenshot_Zapier_API_Token_Pasting1](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/5_Screenshot_Zapier_API_Token_Pasting%281%29.png)
10. You can find the connected Document360 project on the **Connect Document360 account** page.

If you wish to configure a different account later, you can do that by clicking on Change.
11. Click **Continue**.

#### Test trigger

To test the Document360 trigger,

1. Click **Test trigger** to confirm that the correct account is connected, and the trigger setup is correct.
2. If no error is found, click **Continue**.

The Document360 account has been successfully linked, and the trigger is set up.

#### Step 2: Setting up action: Connecting **Gmail**

1. In the **Action**field, choose **Gmail**.
2. On the Setup panel that appears on the right, select the desired event in the **Event**field.
3. Click the **Account** field and a **Sign-in** panel appears.
4. Enter your sign-in credentials and click **Allow**.
5. Click **Continue**.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenShot-Gmail_extension.png)

#### Step 3: Customize Zap

1. Map all the required fields:

- **To**: Enter the recipient's email address. Multiple addresses can be added individually or as a comma-separated list.
- **Cc**: Add email addresses to copy recipients on this email. Multiple addresses can also be added individually or as a comma-separated list.
- **Bcc**: Enter email addresses to blind-copy recipients on this email. Multiple addresses can be added similarly.
- **Subject**: Enter the subject line for the email.
- **From**: Choose an email address or alias linked to your **Gmail** account.
- **From Name**: Enter the sender's name (must be associated with the connected email address).
- **Body type**: Select the email format as either **Plain Text** or **HTML**.
- **Body**: Write the main content of the email.
- **Add signature default**: Optionally, include a default signature in the email.
- **Label or mailbox**: Select a value for label or mailbox.
- **Attachments**: Attach files by selecting an actual file or providing a public URL to download and attach the file.

> [!NOTE]
> ** NOTE
> 
> Fields marked as required (*) must be filled in.

1. Once done, click **Continue**. The button enables only when all the fields are filled.

#### Step 4: Test Zap

1. In the test section, click **Test step**.
2. If it is successful, you will get the message ‘*A Draft was sent to***Gmail***.*’

In your Document360 Knowledge base portal, you'll find the article located in the category you have previously selected.
3. Head back to the **Zapier** setup panel and click **Next**.
4. Once done, click **Publish**.

#### Turn on Zap

To turn on a Zap once it is tested and published, follow the below steps:

1. After testing the Zap, review or edit the settings before turning on the Zap.
2. You can edit the settings configured on the **Gmail******trigger and the corresponding action of the new article in **Document360**.
3. You will get a success message stating **Your Zap is on**. You can click on the**Manage your Zap** button to go to your Zap overview page.

---

## Zap overview

### Send emails via **Gmail** with new articles in Document360

You can view and edit the information about the Zaps created on the Zap overview page. ![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_ScreenShot-Gmail_extension.png)

### Deleting a Zap

To delete a Zap that you have created,

1. Navigate to the **Zapier****dashboard**. On the overview page, a list of all existing Zaps will be displayed.
2. Click the **Zap actions** (******) icon to the right of the desired Zap and click **Delete**.

The selected Zap will be deleted.