Plans supporting integration of Zapier extensions with Document360
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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
If you are using Document360 as your knowledge base platform and Monday.com for managing content collaboration with external vendors, you may encounter a need to streamline the process of transferring articles created in Monday.com to your Document360 knowledge base. While this task can be performed manually, it is labor-intensive, time-consuming, and prone to errors. Automating this process ensures efficiency, accuracy, and a smooth content workflow, minimizing the risk of mishaps.
To establish a connection between Monday.com and Document360, follow the below steps:
Log into your Zapier account.
From the left navigation menu, click Create and then click Zaps from the options available.
Zap will be created with Trigger and Action flow.
Connecting Monday.com and Document360 in Zapier
To establish a connection between Monday.com and Document360, follow the below steps:
Step 1: Setting up Trigger: Connecting Monday.com
In the Trigger field, choose Monday.com.
In the Trigger event field, select the required Event to trigger on Monday.com.
If you wish to configure a different app later, you can do that by clicking on Change.
Click the Account field, and a Sign-in window will appear. You will have to enter the API v2 Token.
To obtain the API v2 Token from the Monday.com profile,Navigate to Profile > Administration.
From the left navigation sidebar, click Connections.
Under the API tab, click the Copy () icon to copy the personal API token.
Paste the token in the Zapier window, and click Yes, Continue to Document360.
Zapier runs a test to make sure the trigger is correctly configured.
Click Continue.
Step 2: Setting up Action: Connecting Document360
In the Action field, choose Document360.
On the Setup blade that appears on the right, select a desired event in the Event field.
Click the Account field and a Sign-in window appears.
Enter your sign-in credentials and click Allow.
To generate the API token from the Document360 portal,Navigate to Settings () > Knowledge base portal > Extensions > Team collaboration.
On the Zapier extension tile, click Connect.
Click the Copy () icon to copy the token.
Head back to the Zapier window and paste the API token in the field.
Click Yes, Continue to Document360.
You can find the connected Document360 project on the Connect Document360 account page.
Click Continue.
Step 3: Customize Zap
Map all the required fields:
Title: Choose a suitable title from the options available.
Content: Choose suitable content based on your business requirements.
Version: Select the workspace in your Knowledge base project where the article should be created.
Language: Choose the language for the article within the selected workspace.
Article: Choose the article within the selected category.
Once done, click Continue. The button enables only when all the fields are filled.
Step 4: Test Zap
In the test section, click Test step.
If it is successful, you will get the message ‘A Document was sent to Document360.’
In your Document360 Knowledge base portal, you'll find the article located in the folder you previously selected.
Head back to the Zapier setup window and click Next.
Once done, click Publish.
Turn on Zap
To turn on a Zap once it is tested and published, follow the below steps:
After testing the Zap, review or edit the settings before turning on the Zap.
You can edit the settings configured on the Monday.com trigger and the corresponding action of the new article in Document360.
You will get a success message stating Your Zap is on.
Click the Manage your Zap button to go to your Zap overview page.
Zap overview
Create articles in Document360 from new Monday.com items
You can view and edit the information about the Zaps created on the Zap overview page.
Deleting a Zap
To delete a Zap that you have created,
Navigate to the Zapier dashboard. On the overview page, a list of all existing Zaps will be displayed.
Click the arrow (>) icon to the right of the desired Zaps and click Turn off and delete Zap.
The selected Zap will be deleted.