Integrating Typeform with Document360

Plans supporting integration of Make extensions with Document360

Typeform is a versatile platform for creating interactive forms, surveys, and quizzes. It offers an intuitive interface and engaging design to help businesses collect user feedback, conduct surveys, and gather data in a conversational format. Typeform is commonly used to gather questions from customers or prospects through engaging forms and surveys.

Integrating Typeform with Document360

To integrate Typeform 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, Typeform.

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

   For example, select Watch Responses to get triggers when a new response is submitted.

   

Step 2: Connecting Typeform

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

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

2. Click Save.

3. Allow Typeform to access your Make account by clicking Accept.

   Your Typeform account will be connected to Make.

4. In the Limit field, enter the maximum number of responses that Make will return during one execution cycle.

5. Click the Form ID dropdown and select the form you want to watch the responses.

6. If you want the data only when specific fields are filled, add the desired fields with the Add item in the Fields section.

7. In the Completed section:

   • Select the Yes option to watch only forms that are submitted.

   • Select the No option to watch only forms that are not submitted.

   • Select the Empty option to watch only forms with empty responses.

8. In the Query field, enter the text string to watch only responses that contain the entered text.

9. Click OK.

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

11. Click OK.

Step 3: Connecting Document360

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

1. On the Integration Typeform 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 panel, 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 () in the left navigation bar in the Knowledge base portal.

6. In the left navigation pane, navigate to Knowledge base portal > Extensions > Team collaboration.

7. On the Make extension tile, click Connect.

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

   

9. Head back to the Make panel and paste the API token in the field.

10. Click 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.

11. Click the Article Content field and select the parameters you want as the content of your Document360 article.

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

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

13. 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 Typeform 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 every 15 minutes.

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.