Integrating Typeform with Document360 using Make

Typeform is a platform for creating interactive forms, surveys, and quizzes in a conversational format. When customers or prospects submit responses through your Typeform forms, that information often contains valuable content — questions, feedback, or data — that belongs in your knowledge base. By connecting Typeform and Document360 through Make, you can automate this: whenever a new response is submitted to a Typeform form, Make automatically creates a corresponding article in Document360, turning form submissions into documentation without manual effort.

When to use this integration

• You use Typeform to collect frequently asked questions from customers or prospects and want each submission to automatically generate a draft article in Document360 so your team can turn answers into published documentation.
• You run feedback surveys through Typeform and want responses that reveal knowledge gaps to flow directly into your knowledge base workflow for follow-up.
• You want to build a documentation pipeline where form submissions — filtered by specific fields or completion status — drive new article creation in Document360 on a regular schedule.

Before you begin

• You must have an active Make account.
• You must have a Typeform account with the form you want to use as a trigger.
• 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 Typeform.
5. Select Typeform and choose the trigger you want to use. For example, select Watch Responses to trigger the Scenario when a new response is submitted.

Step 2 — Configure the Typeform module

Connect your Typeform account and configure the trigger settings.

1. Click Create a connection and enter a Connection name.
2. Click Save.
3. Click Accept to allow Typeform to access your Make account. Your Typeform account is now connected to Make.
4. In the Limit field, enter the maximum number of responses Make will return per execution cycle.
5. Click the Form ID dropdown and select the form you want to watch.
6. If you want the Scenario to trigger only when specific fields are filled, add the desired fields using Add item in the Fields section.
7. In the Completed section, select the appropriate option:
   • Yes — watch only forms that have been fully submitted.
   • No — watch only forms that have not been submitted.
   • Empty — watch only forms with empty responses.
8. In the Query field, enter a text string to watch only responses that contain that text.
9. Click OK.
10. In the Choose where to start popup, select the date and time from which you want to start watching for new responses.
11. Click OK.

Step 3 — Connect Document360 as the action

Once Typeform 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 Title field, select the Typeform parameters you want to use as the article title. For example, select the Task name parameter.
10. In the Article Content field, select the parameters you want as the article content. For example, select Assignee Name, Resource Type, and Due On.
11. From the Project Category ID dropdown, select the category where the new article should be created.
12. 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, submit a new response to the associated Typeform form.
3. Once the response is submitted, 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. By default, this runs the Scenario every 15 minutes.
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 automatically every 15 minutes and creates articles from new Typeform responses.

Best practices

• Use the Completed filter to ensure the Scenario only triggers on fully submitted responses. Setting this to Yes prevents partial or abandoned form entries from generating incomplete articles in Document360.
• Use the Query field to narrow down which responses trigger the Scenario — for example, only responses that mention a specific product or topic. This keeps your Document360 content focused and avoids creating articles from irrelevant submissions.
• Map a specific Typeform question field to the Article Title rather than relying on a generic parameter. A question like "What is your main question?" produces a more useful article title seed than a response ID or submission timestamp.