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    Zapier - Setup guide
    • 03 May 2023
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    Contents

    Zapier - Setup guide

    • Updated on 03 May 2023
    • 1 Minute to read
    • Contributors
    • Print
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    • PDF
    Article Summary

    What is Zapier?

    Zapier is an online tool for automation that helps connect Document360 with other 3rd party tools and applications. Zapier acts as a buffer by creating automated workflows called Zaps, which work based on actions and triggers.

    Prerequisites

    1. You must have an active Zapier account to begin with, or you can sign up for an account. Type in your name, email address, and password, and you are ready.
    2. An account in the third-party application you wish to connect with Document360 using Zapier (For example. Google Docs, Typeform, and more.)
    3. A Business tier Document360 project

    Still, need help with the details? check out Zapier’s Getting started guide. Learn how to connect Document360 with other apps on Zapier, build workflows, and automate repetitive tasks.

    API key generation in Document360

    1. Log into your Knowledge base portal

    2. Click on Settings → Knowledge base portal → Extensions → Team Collaboration tab

    3. All the available Extensions are listed

    4. In the Zapier extension assistant, click on the + button to generate the API key

    5. Copy the generated key by clicking on the clipboard icon

    6. Use this key to connect your Document360 knowledge base with other 3rd party applications on Zapier

    Zapier use cases for Document360

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