Google docs + Document360
  • 22 Mar 2021
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Google docs + Document360

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Article summary

Case

For instance, you are a company who is very much engaged and integrated with the Google environment and app. You have chosen Document360 to be your Knowledge base platform. But you have writers or team members who use Google Docs as another internal documentation tool.
You might need to add articles that you create on Google Docs again on to the Document360 knowledge base. Yes, you can do it manually, but it takes double the effort and is quite time consuming.
At this current point of time, there is no direct integration option available between Google Docs and Document360 from either of the platforms.


Workaround

As a workaround you can use Zapier integration to bridge this gap. By connecting the Google Docs and Document360 on Zapier, you can easily facilitate and work on documents between the platforms.

5_Screenshot-After_creating_the_zap_preview.jpg

You can set the trigger and action on Zapier by following the simple guide below.


Create a document in Document360 when new document in folder in Google Docs

Trigger

1_Screenshot-Google_Docs_side_trigger_event.jpg

  1. Click on the Sign in to Google Docs button and key in your credentials on the new access window and click on the Allow button
  2. Now click on the Continue button and Set up a trigger event
  3. Click on the root dropdown and select the folder from your Google Drive you want to set trigger on and click Continue again
  4. Next Zapier would do a test run to make sure the right account is selected, and trigger is set up correctly.
  5. Go to your selected Google Drive folder and add a Google Doc in it. Then head bac to the Zapier page and Click on the Test trigger button
    (If the test is unsuccessful, you can also choose to skip this test, but this is not advisable)
  6. Click on Continue again

Action

2_Screenshot-Document360_side_response_event.jpg

  1. In the action section, first click on the Sign in to Document360 button and a new window would open with the API token field
  2. To obtain the API key from Document360 open the Document360 portal in a different tab and select the project you want to connect (Settings → Advanced → Extensions → Team Collaboration → generate token (+) )

3_Screenshot-generating-API-token-for-Zapier-on-Document360.jpg

  1. Paste the generated API key in the Zapier window and select Yes, continue button
  2. Now back in the Zapier action setup page click on Continue again
  3. In the Set up action add the correct Title and Content fields from the previously used test trigger document. Select the Category from your knowledge base
    (The categories would be displayed from the main version of your knowledge base)
  4. Click on the Continue button
  5. Select either the Test and Review or Test and Continue

Click on Turn on Zap and you’re good to go

Workflow

4_Screenshot-Created_zap_for_google_doc_and_Document360.jpg

After you have successfully created a Zap and configured it; When you create a Google Doc into selected folder on your Google Drive, a similar article would be created in the selected category and main version of your Knowledge base.


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