---
title: "Integrating Typeform with Document360 using Zapier"
slug: "typeform-document360"
description: "You can have new Typeform entries automatically create new knowledge base articles for sharing information about your prospects. Yes, it can be done manually, but it takes more effort, is time-consuming, and the probability of the mishap is high."
tags: ["Zapier", "Typeform"]
updated: 2025-12-27T08:03:14Z
published: 2026-01-31T17:30:02Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating Typeform with Document360 using Zapier

**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

Using Document360 as your knowledge base platform and **Typeform** for collecting customer or prospect questions, you may encounter a need to streamline the process of transferring responses collected in **Typeform** to your Document360 knowledge base. Automating this process ensures efficiency, accuracy, and a smooth content workflow, reducing manual effort and improving response management.

To establish a connection between **Typeform** and Document360, follow the below steps:

1. Ensure that you have logged into your [Zapier account](https://zapier.com/app/dashboard).
2. From the left navigation menu, click **Create**and then click**Zaps**from the options****available.

Zap will be created with **Trigger** and **Action** flow.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenGif-Zapier_Google_Docs.gif)

### Connecting **Typeform** and Document360 in **Zapier**

To establish a connection between **Typeform** and Document360, follow the below steps:

![1_Screenshot-Connecting_typeform_document360.png](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/image-1733316665587.png)

#### Step 1: Setting up trigger: Connecting **Typeform**

1. In the **Trigger**field, choose **Typeform**.
2. In the **Trigger event**field, select the required Event to trigger in the **Typeform**.

If you wish to configure a different app later, you can do that by clicking on **Change**.
3. Click the **Account** field, and a **Sign-in** panel will appear.
4. Enter your sign-in credentials.
5. Select the checkbox, and click **Let me in**.

**Zapier** runs a test to make sure the trigger is correctly configured.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenShot-Typeform.png)

#### Step 2: Setting up action: Connecting Document360

1. In the **Action**field, choose **Document360**.
2. On the Setup panel that appears on the right, select a desired event in the **Event**field.
3. Click the **Account** field and a **Sign-in** panel appears.
4. Enter your sign-in credentials and click **Allow**.

To generate the API token from the Document360 portal,
5. Navigate to ****Connections**** (**) > **Extensions** in the left navigation bar****in the Knowledge base portal.
6. On the **Zapier** extension tile, click **Connect**.

![Document360 interface showing various extensions with a focus on connecting Zapier.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20integration.png)
7. Click the Copy (**) icon to copy the token.

![Zapier token details for Document360 app installation with copy option highlighted.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20token%20ID.png)
8. Head back to the **Zapier** panel and paste the API token in the field.
9. Click **Yes, Continue to Document360**.

![5_Screenshot_Zapier_API_Token_Pasting1](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/5_Screenshot_Zapier_API_Token_Pasting%281%29.png)
10. You can find the connected Document360 project on the **Connect Document360 account** page.

If you wish to configure a different account later, you can do that by clicking on Change.
11. Click **Continue**.

#### Step 3: Customize Zap

1. 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.
  - **Category**: Select the category under the chosen language where the article will be created.
  - **Publish**: Set to **True** to publish the article immediately or **False** to save it as a draft.
2. Once done, click **Continue**. The button enables only when all the fields are filled.

#### Step 4: Test Zap

1. In the test section, click **Send** **Test**.
2. If it is successful, you will get the message ‘*Test Article sent! Check your Document360 account to view it*’.

In your Document360 Knowledge base portal, you'll find the article located in the folder you previously selected.
3. Head back to the **Zapier** setup panel and click **Next**.
4. Once done, click **Publish**.

#### Turn on Zap

To turn on a Zap once it is tested and published, follow the below steps:

1. After testing the Zap, review or edit the settings before turning on the Zap.
2. You can edit the settings configured on the **Typeform******trigger and the corresponding action of the new article in **Document360**.
3. You will get a success message stating **Your Zap is on**. You can click on the**Manage your Zap** button to go to your Zap overview page.

---

## Zap overview

### Create articles in Document360 from new **Typeform** entries

You can view and edit the information about the Zaps created on the Zap overview page.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_ScreenShot-Typeform.png)

### Deleting a Zap

To delete a Zap that you have created,

1. Navigate to the **Zapier****dashboard**. On the overview page, a list of all existing Zaps will be displayed.
2. Click the **Zap actions** (******) icon to the right of the desired Zap and click **Delete**.

The selected Zap will be deleted.
