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Integrately integration in document360 knowledge base

How to enable and use the Integrately Document360 Integration

How to enable and use the Integrately Document360 Integration

Category: Product Update

Last updated on Dec 8, 2021

Document360 is proud to announce a new partnership with Integrately, which greatly enhances the experience of using our software with hundreds of new integrations with popular apps, all at the click of a button. More than 30,000 one-click automations are available with Integrately, making this a powerful piece of software you should definitely try.

Integrately is an automation platform that gives you access to hundreds of apps that you can connect with Document360 to automate your workflows. It’s as simple as signing up for an Integrately account, selecting Document360 from the menu, and inserting your API token into the field that appears – no coding is required.

Using an automation platform saves you the time that would otherwise be spent on manually completing administrative tasks. Setting up an automation makes your workflows more efficient and means you can get more done in less time. Knowledge base articles can be created in Document360 using enterprise apps.

Integrately is a competitor of Zapier, another automation platform, but is superior for a number of reasons. For a start, it’s much cheaper than Zapier and it’s easier to use. You don’t need to be a techie person to configure the Integrately platform and you can simply connect your apps by searching for them in the directory.

You can also customize or create your own automations and add conditions and multiple actions. That is also really easy in Integrately. Filters and conditions control the actions that take place in Integrately and allow you to create custom workflows for your apps.

Document360 is leveraging the Integrately platform to help non-technical users take advantage of powerful integrations with popular applications.

The advantages of using Document360 and Integrately are:

  • Easy setup and integration with API keys
  • Create workflows for repetitive tasks
  • Exchange data with your enterprise apps
  • Access your knowledge base articles
  • Automate workflows with popular software

Here are just a few of the apps that you can integrate with Document360.

GitHub

GitHub is an online hosting service for code and social network for developers. It has a web-based graphical user interface that individuals and companies can use to build software collaboratively.

When a number of actions are taken in GitHub it can automatically trigger another action in Document360. The triggers include repository is created in GitHub, branch is created in GitHub, commit is created in GitHub, issue is created in GitHub, and more. These can trigger an action to take place such as creating a document in Document360, updating a document in Document360, or finding a document in Document360.

document360 github workflow

 

Salesforce

Salesforce is a customer relationship management solution that brings companies and customers together. It’s an integrated CRM platform that gives all your departments a single view of every customer.

When a number of actions are taken in Salesforce, this can trigger another action to take place in Document360. The trigger actions include contact is created in Salesforce, account is created in Salesforce, and lead is created in Salesforce, and many more. These actions can automatically trigger another action, such as create a document in Document360, update a document in Document360, or find a document in Document360.

document360 salesforce workflow

 

Slack

Slack is a messaging app for business that connects people to the information they need. It brings people together to work as a unified team and transforms the way that organizations communicate.

Slack and Document360 can be linked together via Integrately for more automated workflows. There are a number of actions in Slack that can trigger an action in Document360. For example, group message is received in Slack, direct message is received in Slack, or customer emoji is added in Slack. These actions can trigger another action in Document360, such as creating a document in Document360, updating a document in Document360, or finding a document in Document360.

document360 slack workflow

 

Google Drive

Google Drive is a cloud-based storage solution that allows you to save files online and access them anywhere via desktop, smartphone or tablet. Google Drive includes Google Docs, Google Sheets and Google Slides, which are part of the Google Docs Editors office suite and enables the collaborative editing of documents.

Integrately allows you to integrate Google Drive with Document360 through its automation platform. There are actions in Google Drive that trigger another action in Document360. For example, when a file is created in Google Drive, a folder is created in Google Drive, or file is updated in Google Drive. This can trigger an automation in Document360 whereby a document is created, a document is updated, or a document is found.

document360 google drive workflow

 

Zoom

Zoom is web-based video conferencing software that companies and individuals use to communicate remotely with one another. Users can connect with one another using either video or just audio and you can record the sessions to view later.

Zoom can be set up to integrate with Document360 through the Integrately platform. Zoom actions include meeting is created in Zoom, webinar is created in Zoom, or registrant is created in Zoom. These actions can trigger an automation in Document360 such as creating a document in Document360, updating a document in Document360 or finding a document in Document360.

document360 zoom workflow

 

Final remarks

Integrately is a powerful platform with many integrations with popular apps. You can set up workflows between Document360 and a number of your favorite software with a few simple clicks. Save bucket loads of time and manual work by taking advantage of the Integrately integrations available through the platform.

 

An intuitive knowledge base software to easily add your content and integrate it with any application. Give Document360 a try!

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