Integrating Typeform 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

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.

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.

Connecting Typeform and Document360 in Zapier

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

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.

   

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 Settings () > Knowledge base portal > Extensions > Team collaboration.

6. On the Zapier extension tile, click Connect.

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

   

8. Head back to the Zapier panel and paste the API token in the field.

9. Click Yes, Continue to Document360.

   

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.

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.