Many organizations around the world use Google Docs as a document management tool. Google as a platform offers a more integrated environment, where managing multiple forms of documents and files is rather easy.

Use-case

You have chosen Document360 as your knowledge base platform. Your company works with multiple external vendors for content contributions. Google makes for a good collaboration platform, but you have the task of adding the articles created on Google Docs to the Document360 knowledge base. 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 Google Docs and Document360 on either of the platforms.

How will you integrate Google Docs and Document360?

Workaround

You can use the Zapier integration to bridge this gap. By connecting Google Docs 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 was created with Trigger and Action flow in it

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Connecting Google Docs and Document360 in Zapier

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Step 1: Connect Google Docs

In Trigger, fetch the Google Docs information.

  1. In Trigger, choose Google Docs

  2. In the App & Event section, select the required Event to trigger in the Google Docs

Change

If you wish to configure a different app later, you can do that by clicking on Change

  1. Click Continue

  2. The Account section enables. Click Sign in and key in your credentials in the new access window. Click on the Allow button

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  1. Click Continue

  2. Find the folders list retrieved from your connected Google Drive account

  3. Choose the desired folder and click Continue

  4. Zapier runs a test to make sure the trigger is correctly configured

  5. Create a Google Doc inside the selected folder and test the trigger

Step 2: Connect Document360

  1. In Action, choose Document360, Document360 blade 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 would open with an API token field to connect with the knowledge base project

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

API Token generation
  • Go to Settings → Knowledge base portal → Extensions → Team collaboration
  • In Zapier assistance, click Connect
  • Click Copy

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  1. Head back to the pop-up window, paste the API token in the field

  2. Click Yes, Continue to Document360

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

If you wish to configure a different account later, you can do that by clicking on Change

  1. Click Continue

Step 3: Customize Zap

  1. Map the fields from Google Docs into Document360. Map all the required fields:

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Title: By default, the title in Google Docs is selected here. However, you have a plethora of other options to choose from (depending on your business requirements)

Content: By default, content in Google Docs is selected here. However, you have a plethora of other options to choose from (depending upon your business requirements)

Version: Choose the desired workspace in the knowledge base project; you want the article to be created in

Language: Choose the desired language in the selected workspace; you want the article to be created in

Category: Choose the desired category in the selected language, you want the article to be created in

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

After you map all the required fields, the continue button is enabled.

  1. Once done, click Continue

Test Zap

  1. In the test section, click Test step

  2. If it is successful, you will get the message "A Article was sent to Document360"

  3. Visit your Document360 knowledge base portal, and you can find the article with the title as the Doc file name on the connected Google Docs under the desired location you have previously selected

  4. Head back to the Zapier setup window

Turn on Zap

  1. Now that the Zap has been tested and make sure it works fine, review or edit the settings before turning on the Zap.

  2. You can edit the settings configured on the trigger Google Docs and the corresponding action of the new article in Document360

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

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Created Zap overview

Create articles in Document360 from new Google Docs file

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

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How will you delete Zap?

  1. Go to the Zapier dashboard. In the overview page, a list of all existing Zaps is displayed
  2. Click the right arrow (>) of the desired Zaps and click Turn off and delete Zap