Many organizations worldwide use monday.com for organizing, tracking, and managing their work. You maintain different items on different boards to manage different teams. Documentation is one such team with multiple writers, editors, and external content agencies.

Use case

You have chosen Document360 as your Knowledge management platform. Your company works with multiple personnel for contributions. Monday makes for a good collaboration platform, but you must track the items created on Monday onto the Document360 knowledge base article. Yes, it can be done manually, but it takes more effort, is time-consuming, and has a high probability of a mishap.

Currently, there is no direct integration option available between Monday and Document360 on either of the platforms.

How will you integrate monday.com and Document360?

As a workaround, you can use Make integration to automate this gap. You can easily facilitate the content flow between the platforms by connecting Monday and Document360 on Make.

1_Screenshot-Make_signin_page

  1. Go to the Make website.
  2. To sign in to your Make account, click the Sign in button at the top-right.
  3. Log in to your Make account, and the dashboard will appear.

Step 1: Create a new scenario

1_ScreenGIF-creating_a_new_scenerio_monday_com

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

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

  3. In the Search field, type in the app name (Monday) you want to connect to.

  4. Select Monday and choose which task you want to map with Monday.

For example, you can select Watch New Tasks to get updates on the new tasks.

Step 2: Connect Monday

Connect your Monday account with the new scenario in the Monday module.

2_Screenshot-Connect_Monday

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

  2. Click Create a connection, and enter the Connection name and API key.

  3. Click Save.

How will you generate an API token on Monday.com?

You can obtain the API token generated from your Monday.com profile:

  1. Navigate to Profile and select Administration.

  2. In the Administration window, select Connections > API, and click Generate > Copy.

For more information, check out the Monday help article.

3_ScreenGIF-Generating_API_token_in_Monday_com

  1. Head back to Create a webhook panel.

  2. Click the Board ID dropdown and select the board where you want to watch the created/updated items.

  3. Click the Update type dropdown and select the desired value.

  4. Click Save.

  5. In the Choose where to start popup, select the date/time from when you want to start watching new responses.

  6. Click OK.

If you have already connected monday.com with Make, select the desired connection.

Step 3: Connect Document360

After you connect Monday with Make, it is time to connect your Document360 account.

3_Screenshot-Monday_add_module

  1. In the Make scenario page, hover over the right side of the Monday module and click the Add another module (+) button.

  2. In the Search field, type in the app name (Document360) you want to use.

  3. Select Document360 and choose which action you want to perform in Document360.

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

  1. In the Document360 window, select the desired connection if you have already connected.
    If you have yet to connect,
    • Click Create a connection and enter the Connection name.
    • Enter your API key and click Save.
How will you generate an API token in Document360?

  1. Go to Settings > Knowledge base portal > Extensions and navigate to Team collaboration.

  2. In Make Assistance, click Connect and Copy the generated token.

ScreenGIF-Make_API_Generation_in_portal

  1. Your Document360 project is now connected with Make.
    4_Screenshot-Monday_Document360_make_module

  2. Click inside the Article Title field and select the parameters you want as the title of your Document360 article.

For example, you can select the task name parameter and retrieve the task name as the title of your Document360 article.

Note

The article must be in Draft or New article status.

  1. Click inside the Article Content field and select the parameters you want for the content of your Document360 article.

For example, you can select the Assignee Name, Resource Type, and Due On parameters.

  1. In the Project Category ID dropdown, select the category where you want the new article to be created.

  2. Click OK.

Step 4: Test the scenario

Make sure everything is working before you activate and schedule your scenario.
5_Screenshot-Make_Run_once

  1. Click the Run once button to test your scenario.

  2. The test details appear at the bottom of the page.

  3. To test the scenario, create a new task in the associated Monday board.

  4. After you create the task, a new article will be created in the associated Document360 project.

  5. You can verify this with the test details at the bottom of the page.

  6. If required, you can also navigate to the Document360 project and check the newly created article.

Note

If you encounter an error for any scenario, recheck steps 1 to 4.

Step 5: Schedule the scenario

5_Screenshot-Monday_schedule_setting_make_module

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

  2. Click the Schedule setting option next to the toggle and set the frequency of the scenario.

For example, you can select the At regular intervals option to choose the time interval in which the scenario should be repeated.
You can select the Everyday option to run the scenario at a specific time each day.

  1. After selecting the desired option, click OK to save.

Step 6: Activate the scenario

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

  2. Click ON/OFF toggle adjacent to the Edit, to activate the scenario.

Once activated, your scenario will run according to the set schedule.