Many organizations files are either stored on a centralized or decentralized file management system. Most of the time it is either one of the big players like Google, Microsoft, or an in-house file management system.

Use-Case

For instance, you are a company that is very much engaged and integrated with the Google environment and app. You have chosen Document360 to be your Knowledge base platform. But you have writers or team members who use Google Drive as a repository for all your documents in the form of docs. You might need to store all the articles of your Document360 knowledge base in your Google drive.

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

How will you integrate Document360 and Google Drive?

As a workaround, you can use Zapier integration to bridge this gap. By connecting Google Drive 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

Connecting Google Drive and Document360 in Zapier

Step 1: Connect Document360

1. In Trigger, 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

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

7. Click Yes, Continue to Document360

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

9. Click Continue

Step 2: Connect Google Drive

In Action, fetch the Google Sheet information.

1. In Action, choose Google Sheet

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

3. Click Continue

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

5. Click Continue

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

7. Choose the desired folder and click Continue

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

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

Step 3: Customize Zap

In Action, map the required fields from Document360 into Google Drive
By default, the Zap template would be

1. Drive: The Drive to use. Here it is My Google Drive

2. Folder: Folder where to place files. Select the desired folder in your Drive

3. File Name: Enter the desired file name

4. File Content: Enter the desired content to be written in the file

5. Convert to Document?: Choose True if you wish to convert the document into an editable document

6. Click Continue

Step 4: Test Zap

1. Once you have configured the actions, the Zap needs to be tested to make sure it’s configured correctly
   (Zapier would create an article on Google Drive to make sure everything works)

2. Click Test step

3. If successful, you would get the message “Test item sent! Check your Google Drive account to view it.’’

4. Once done, click Publish

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 Drive+Document360 Zap overview page.

Created Zap overview

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

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