Zapier - Setup guide
  • 01 Oct 2021
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Zapier - Setup guide

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Zapier is an online tool for automation that helps connect Document360 with various other 3rd party tools and applications. Zapier acts as a buffer by creating automated workflows called Zaps which works based on actions and triggers.

You must have an active Zapier account, to begin with, or you can sign up for an account. Type in your name, email address, and password and you’re good to go.

Still, have trouble with the details? check out Zapier’s Getting started guide. Learn how to connect Document360 with other apps on Zapier, build workflows, and automate repetitive tasks.

API key generation in Document360

  1. Log into your Document360 portal

  2. In the selected Document360 project, click on Settings → Knowledge base portal → Extensions, select the Team Collaboration tab, and all the available extensions would be listed

  3. In the Zapier extension widget, click on the + button to generate the API key

  4. Copy the generated key by clicking on the clipboard icon

  5. Use this key to connect your Document360 knowledge base with other 3rd party applications on Zapier


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