Integrating Monday.com with Document360 using Make

Monday.com's versatile boards and customizable workflows make it a popular choice for managing content collaboration across teams. When a documentation team works with writers, editors, and external agencies in Monday.com, content updates often need to flow into Document360 as knowledge base articles. By connecting Monday.com and Document360 through Make, you can automate this: whenever a specified event occurs on a Monday.com board — such as a column value changing — Make automatically appends the update to a corresponding article in Document360.

When to use this integration

• Your documentation team tracks writing assignments and content tasks on Monday.com boards and wants board activity to automatically update or extend articles in Document360.
• You use Monday.com to manage content approvals or status changes and want those updates to be reflected in your knowledge base without a manual step.
• You want a real-time, webhook-driven automation where content changes in Monday.com instantly trigger updates in Document360 as they happen.

Before you begin

• You must have an active Make account.
• You must have a Monday.com account with access to the board you want to monitor.
• You must have your Document360 API token ready. To generate one, navigate to Connections > Extensions , locate the Make tile, and click Connect to copy the token.

How to set up the Scenario

Step 1 — Sign in and create a new Scenario

1. Log in to your Make account. The Make dashboard appears.

2. Click Create a new scenario at the top right.
3. Click the add (+) icon — a list of available applications appears.
4. In the Search field, type Monday.com.
5. Select Monday.com and choose the trigger you want to use. For example, select Watch Board's Column Values to trigger the Scenario when a board's column values change.

Step 2 — Configure the Monday.com module

Monday.com connects to Make using a webhook and an API token from your Monday.com account.

1. Click Create a webhook and enter a webhook name.
2. Click Create a connection and enter a connection name.
3. Enter the API v2 Token in the API Key field.

To obtain the API v2 Token from Monday.com:

4. Navigate to Profile > Administration in Monday.com.
5. From the left navigation sidebar, click Connections.
6. Under the API tab, click the Copy icon to copy your personal API token.

7. Click Save.
8. Click Allow to let Monday.com access your Make account.
9. Click OK.

Step 3 — Connect Document360 as the action

Once Monday.com is connected, add Document360 as the next module in the Scenario.

1. On the Scenario editor page, click the Add another module (+) option.
2. In the Search field, enter Document360.
3. Select Document360 and choose the action you want to perform. For example, select Create an article to create a draft article.
4. In the Document360 panel, select an existing connection. To create a new connection:
   • Click Create a connection and enter a Connection name.
   • Enter your Document360 API token and click Save.

To generate the API token from Document360:

5. Navigate to Connections > Extensions in the left navigation bar of the Knowledge base portal.
6. On the Make extension tile, click Connect.

7. Click the Copy icon to copy the token.

8. Head back to the Make panel and paste the API token into the field.
9. In the Article ID field, select the required option from the list to identify the Document360 article to update.
10. In the Text to Append field, select the Monday.com board data you want to append to the article:

• Group title
• Item name
• Update at
• Assignee
• Status

11. Click OK.

Step 4 — Test the Scenario

1. Click the Run once button at the bottom left to test the Scenario. Test details appear at the bottom of the page.
2. To trigger the test, create a new task in the associated Monday.com board.
3. Once the task is created, a new article is created in the associated Document360 category. You can verify this in the test details panel or by navigating directly to your Document360 project.

Step 5 — Schedule the Scenario

1. Enable the toggle at the bottom left to schedule the Scenario. With a webhook-based trigger, enabling this toggle runs the Scenario immediately as data arrives from Monday.com.
2. Click OK to save.

Step 6 — Activate the Scenario

1. Click the Exit editing () icon at the top. The integration dashboard appears.
2. Turn on the ON/OFF toggle near the Edit option to activate the Scenario.

Once activated, the Scenario runs in real time as Monday.com board events occur.

Best practices

• Choose a specific trigger event that reflects a meaningful point in your content workflow — for example, Watch Board's Column Values scoped to a status column changing to "Ready for publish" — rather than triggering on every board update, which could generate unnecessary article updates.
• Use the Article ID field carefully to ensure Make is updating the right article in Document360. Test with a known article ID first to confirm the mapping is correct before activating the Scenario on a live board.
• Store your Monday.com API v2 Token securely. Unlike OAuth-based connections, this token is a long-lived personal API key. If it is compromised or regenerated in Monday.com, update it in Make's connection settings immediately to keep the Scenario running.