---
title: "Integrating Mailchimp with Document360 using Zapier"
slug: "document360-mailchimp"
description: "You can use the Zapier integration to bridge this integration. By connecting Document360 and Mailchimp on Zapier, you can easily facilitate the content flow between these platforms."
tags: ["Mailchimp"]
updated: 2025-12-27T08:17:37Z
published: 2026-01-31T09:30:11Z
---

> ## 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 Mailchimp with Document360 using Zapier

**Mailchimp** is a marketing platform used by organizations worldwide for effective email communication and audience engagement. It offers an all-in-one solution for creating, sharing, and managing emails, advertisements, and other messages tailored to your audience's preferences. With powerful tools, **Mailchimp** enables users to maintain an up-to-date contact list, track subscriber interactions, and gain insights into audience behavior, ensuring data-driven marketing strategies.

---

## Integrating **Document360** with **Mailchimp**

Using **Document360** as your knowledge base platform and **Mailchimp** as your marketing tool, you may encounter a need to keep your audience informed about updates to your knowledge base. The **Document360**-**Mailchimp** integration streamlines this process by automatically creating or updating campaigns in **Mailchimp** whenever new content is added or updated in your **Document360** knowledge base. This ensures timely communication, reduces manual effort, and keeps your audience engaged with the latest information.

To establish a connection between **Mailchimp** 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 **Mailchimp** and **Document360** in **Zapier**

To establish a connection between **Mailchimp** 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**.

![Prompt to allow Zapier access to Document360 account with token input field.](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**.

#### Step 2: Setting up action: Connect **Mailchimp**

1. In the **Action**field, choose **Mailchimp**.
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-Mailchimp.png)

#### Step 3: Customize Zap

1. Map all the required fields:

- **Audience**: Choose the audience group you want to target for the campaign.
- **Segment or Tag**: Specify the segment or tag to filter your audience. If left blank, the campaign will be sent to the entire selected audience.
- **Email Subject**: Enter the subject line for your email.
- **Preview Text**: Add a snippet that will appear alongside the subject line in recipients' inboxes.
- **From Name**: Set a custom sender name (must be associated with the connected email address).
- **From Email address**: Select the email address or alias from your connected Gmail account.
- **Template**: Choose a template or supply HTML content for the email. If both options are left blank, the campaign draft will not include any content.
- **Email content (HTML)**: Choose a template or provide HTML content. Only one option can be selected; if both are left blank, the campaign draft will have no content.

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

#### 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 your mail.*’

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 **Mailchimp******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

### Create campaigns in **Mailchimp** from 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.