Integrating Monday.com with Document360

Plans supporting integration of Make extensions with Document360

Many organizations rely on Monday.com to efficiently organize, track, and manage their work across teams. With its versatile boards and customizable workflows, it enables teams to handle diverse tasks and projects seamlessly. For example, a documentation team comprising writers, editors, and external content agencies can use Monday.com to streamline content creation and collaboration processes effectively.

Integrating Monday.com with Document360

To integrate Monday.com with Document360,

1. Ensure that you have logged into your Make account.

2. Click Sign in at the top to log in to your Make account.

   The Make dashboard will appear.

Step 1: Create a new scenario

1. Click Create a new scenario at the top right.

2. Click the add (+) icon, and a list of available applications appears.

3. In the Search field, type in the app name, Monday.com.

4. Select Monday.com and choose the desired task you wish to map with Monday.com.

   For example, select Watch Board’s Column Values to get triggers when the board’s column values have changed.

   

Step 2: Connecting Monday

1. Click Create a webhook and enter a webhook name.

2. Click Create a connection and enter a connection name.

3. Enter the API token in the API Key field.

4. Click Save.

5. Allow Monday.com to access your Make account by clicking Allow.

6. Click OK.

   
   To obtain the API v2 Token from the Monday.com profile,

7. Navigate to Profile > Administration.

8. From the left navigation sidebar, click Connections.

9. Under the API tab, click the Copy () icon to copy the personal API token.

Step 3: Connecting Document360

Once you have connected Monday.com with Make, the next step is to link your Document360 account.

1. On the Integration Monday page, click the Add another module (+) option.

2. In the Search field, enter Document360.

3. Select Document360 and select the action you want to perform in Document360.

   For example, you can select Create an article to create a draft article.

4. In the Document360 window, select the connection that you have already connected.
   To create a new connection,

   1. Click Create a connection and enter the Connection name.

   2. Enter your API key and click Save.

   

   To generate the API token from the Document360 portal,

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

6. On the Make extension tile, click Connect.

7. Click the Copy () icon to copy the token.

   

8. Head back to the Make window and paste the API token in the field.

9. Click the Article ID field and select the required option from the list.

10. In the Text to Append field, enter the details required to setup the connection:

    • Group title

    • Item name

    • Update at

    • Assignee

    • Status

11. Click OK.
    

Step 4: Test the scenario

To test the scenario before activating and publishing,

1. Click the Run once button at the bottom left to test your scenario.

   The test details appear at the bottom of the page.

2. To test the scenario, create a new task in the associated Monday.com project.

3. Once you create the task, a new article will be created in the associated Document360 category.

   You can verify this with the test details at the bottom of the page. If required, you can also navigate to the Document360 project and check the newly created article.

Step 5: Schedule the scenario

1. To schedule your scenarios, enable the toggle at the bottom left.

   Turning on this toggle will run the scenario immediately as the data arrives.

2. Once done, click OK to save.

   

Step 6: Activate the scenario

1. Click the Exit editing () icon at the top.

   The integration dashboard page will appear.

2. Turn on the ON/OFF toggle near the Edit option, to activate the scenario.