Make - Setup guide

Plans supporting integration of Make extensions with Document360

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Business
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Make (formerly Integromat) is an online automation platform that connects Document360 with various third-party tools and applications. It serves as a bridge to create automated workflows, known as Scenarios, that operate seamlessly through predefined triggers and actions.

Prerequisites

  • You must have an active Make account to begin with or sign up for one.

  • An account in the third-party application you wish to connect with Document360 using Make (for example, Google Docs, Typeform, and more.)

API key generation in Document360

To generate an API key in the Document360 portal, follow the below steps:

  1. Navigate to the desired Document360 project.

  2. Navigate to Settings () > Knowledge base portal > Extensions > Team collaboration .

  3. On the Make extension tile, click Connect.

  4. A Make details popup appears with a generated Token.

  5. Click the Copy () icon.

This API key will be used to connect the Document360 Knowledge base with third-party applications on Make.


Make use cases for Document360

Below are some useful Make integrations that can enhance your experience with Document360 by connecting it to popular tools: