A common use of Typeform software is to allow customers or prospects to ask you questions. If they do that often enough, you'll need a way to manage and respond to those individuals. The Typeform-Document360 integration makes that easy.

Use Case

You can have new Typeform entries automatically create new knowledge base articles for sharing information about your prospects. Yes, it can be done manually, but it takes more effort, is time-consuming, and the probability of the mishap is high.

Currently, there is no direct integration option available between Typeform and Document360 from either of the platforms.

How will you integrate Typeform and Document360?

As a workaround, you can use the Zapier integration to bridge this gap. By connecting Typeform and Document360 on Zapier, you can easily facilitate the content flow between these platforms.

Ensure that you have logged into your Zapier account.

1. Click Create > Zaps.

2. Zap is created with Trigger and Action flow in it.

Otherwise, click the below link and select Try this templete:

• Typeform + Document360

Connecting Typeform and Document360 in Zapier

Step 1: Connect Typeform

In Trigger, fetch the Typeform information.

1. In Trigger, choose Typeform.

2. In the App & Event section, select the required Event to trigger on Typeform.

3. Click Continue.

4. In the Account section, click Sign in, key in your credentials in the new access window, and click Allow.

5. Click Continue.

6. In the Trigger section, select the desired Board ID and click Continue.

7. Click Test trigger, and Zapier runs a test to make sure the trigger is correctly configured.

Step 2: Connect the Document360 account

1. In Action, choose Document360. The Document360 panel appears on the right.

2. Choose the desired Event.

3. In the Account section, you need to sign in with your Document360 credentials.

4. Click Sign in, and a new pop-up window will open with an API token field to connect with the knowledge base project.

5. You can obtain the API token from the Document360 portal.

6. Head back to the pop-up window, paste the API token in the field, and click Yes, Continue to Document360.

7. You can find the connected Document360 project on the Connect Document360 account page.

8. Click Continue.

Step 3: Customize Zap

1. Map the required fields from Typeform into Document360.

2. You have a plethora of options to choose from (depending on your business requirements):

• Title: The selected element(s) would be added as the title of the article.

• Content: The selected element(s) would be added as the content of the article.

• Version: Choose the desired workspace in the knowledge base project where you would like the article to be created.

• Language: Choose the desired language in the selected version where you would like the article to be created.

• Category: Choose the desired category in the selected language where you would like the article to be created.

• Publish: Choose True for the article to be published. Choose False for the article to be in draft state.

3. Click Continue.

Step 4: Test Zap

1. Once you have configured the actions in Document360, Zapier will then generate an article on Document360 to verify functionality.

2. Click Test step, and you will get a successful message.

3. Visit your Document360 knowledge base portal, and you can find the desired article under the category you have previously selected.

4. Head back to the Zapier setup window and click Next.

5. Once done, click Publish.

You would get a success message window stating Your Zap is on!. You can click the Manage your Zap button to go to your Typeform+Document360 Zap overview page.

Created Zap overview

Create articles in Document360 from new Typeform entries

You can view and edit the information about your Zap on the Zap overview page.

Whenever a new entry is updated in Typeform, Zaps runs automatically to create an article in Document360.

To make a copy of the Zap, click on the following link:
https://zapier.com/apps/document360/integrations/typeform