Document360 + Live Chat Integration

Integrate Document360 to Live Chat in one click, or tell Integrately AI how you want each chat handled. Search for relevant documentation, create new articles from chat queries, update existing documents, and keep your support knowledge base current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Live Chat
    Chat is started in Live Chat Instant
  • Live Chat
    Chat is ended in Live Chat Instant
  • Live Chat
    Chat is updated in Live Chat Instant
  • Live Chat
    Visitor enters queue in Live Chat Instant
Arrow Right
2.
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360

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Ready WorkflowsReady Workflows   for Document360 + Live Chat Integration

Search documentation, create articles from queries, update guides, and log chat details, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Document360 + Live Chat flow

Sync chat insights to support tickets, alert teams on messaging apps, and update your CRM with knowledge base activity. Pick a combination and activate it in one click.

Document360
Live Chat
+
ZendeskZendesk (4)
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SlackSlack (4)
+
IntercomIntercom (4)
+
HubSpotHubSpot (4)
+
Jira Software CloudJira Software Cloud (4)
+
Google DriveGoogle Drive (4)
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When a chat is started in Live Chat, search for relevant articles in Document360, and create a new ticket in Zendesk.
Live Chat conversations instantly trigger a Document360 search and create a Zendesk ticket, so support agents have context ready without switching tabs.
L
D
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When a chat is ended in Live Chat, update the matching guide in Document360, and add a comment in Zendesk.
Completed Live Chat sessions automatically update your Document360 documentation and log resolution notes in Zendesk.
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D
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If a visitor enters queue in Live Chat asking about billing, search Document360 and create a priority ticket in Zendesk.
Queued Live Chat visitors with billing queries automatically pull Document360 payment guides and flag high-priority Zendesk tickets.
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When a chat is updated in Live Chat, search Document360 for troubleshooting steps, and update the Zendesk ticket status.
Ongoing Live Chat updates query Document360 for troubleshooting articles and update ticket progress in Zendesk.

Supported triggers and actions for Document360 and Live Chat

Mix and match to build the exact automation you need

Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
Try it →
Live Chat
Live Chat Triggers & Actions
Instant
Chat is started in Live Chat
Triggers the automation when a new conversation is initiated
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Instant
Chat is ended in Live Chat
Triggers the automation when a chat is marked as complete
Try it →
Instant
Chat is updated in Live Chat
Triggers the automation when a chat is updated
Try it →
Instant
Visitor enters queue in Live Chat
Triggers the automation when a visitor enters a queue
Try it →
No action is available

What can you automate with Document360 + Live Chat?

Streamline your support operations by automatically connecting live customer conversations to your knowledge base articles.

What you can automate?
🔍
Search documentation the moment a chat starts
Trigger automated Document360 searches using visitor queries as soon as a chat is started in Live Chat. Give your support agents instant access to relevant guides.
📝
Create new documents from ended chat transcripts
Turn successful Live Chat resolution notes into official help articles in Document360 automatically when a chat is ended.
🔔
Alert your team instantly when chats begin
Notify your support channel on Slack or Zendesk the moment a visitor enters queue in Live Chat, complete with matched Document360 links.
🔀
Route chats conditionally based on submitted topics
If a visitor enters queue in Live Chat asking about billing or technical errors, search Document360 for specific guides and route to the correct team.
🔄
Keep documentation updated as chats progress
As chat details update in Live Chat, automatically update the matching Document360 article to reflect new technical clarifications.
📂
Archive chat logs and documentation together
Save completed Live Chat transcripts and generated Document360 article drafts into Google Drive without manual file handling.
Handle later status changes and ticket updates
When a chat is ended or updated in Live Chat, automatically update linked tickets in Zendesk or Jira Software Cloud alongside your documentation.
💬
Extend workflows to Slack, Zendesk, and more
Connect your Document360 and Live Chat automation flow to Slack, HubSpot, Zendesk, or 1,500+ other apps for complete operational sync.
And much more...

Who is Document360 + Live Chat integration for?

Support managers, documentation editors, and customer success teams connect Document360 and Live Chat to automate knowledge base updates and ensure agents always have instant access to accurate answers.

Customer Support Managers
Customer Support Managers
Live Chat Agents
Live Chat Agents
Documentation Specialists
Documentation Specialists
Support Operations Leads
Support Operations Leads
Customer Success Specialists
Customer Success Specialists
Knowledge Base Editors
Knowledge Base Editors
📈
Customer Support Managers
You're reviewing chat resolution metrics and knowledge base usage reports every week, but your documentation updates only happen when someone manually reviews chat logs, so the articles your team relies on are always lagging behind live customer needs — this integration means every ended chat can automatically trigger document updates and your knowledge base stays current.
Live Chat Agents
You need to answer technical customer questions instantly during live conversations, but searching through separate documentation systems takes too long and causes frustrating delays for visitors waiting in chat — automating both apps means Document360 searches run the moment a chat starts and relevant guides appear right where you need them.
📋
Documentation Specialists
You answer to product and support leads who want to see new help articles created immediately after customer issues are solved, but keeping up with high chat volume by hand is impossible — with this integration, conversation insights flow straight into Document360 to generate new guides without manual copy-pasting.
📈
Support Operations Leads
The volume of incoming chats and recurring technical questions is too high for anyone to keep up with by hand, leaving your team scrambling to write documentation after hours — automating both apps means routine chat logs and documentation updates happen continuously in the background.
🤝
Customer Success Specialists
You own the onboarding and follow-up stage after a live chat conversation, depending on support agents upstream to hand over accurate technical notes and documentation links — connecting these apps means every chat session automatically links to the exact Document360 guides used during the interaction.
🗂️
Knowledge Base Editors
You need a reliable history of what documentation articles were referenced during live customer interactions, but you keep finding gaps where chat solutions were never documented — this integration means every chat event ties directly into Document360 updates and your article history remains complete.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Document360 + Live Chat

Build and manage your Document360 + Live Chat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Document360 + Live Chat with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Frequently Asked Questions

How do I connect Document360 to Live Chat?
Frequently Asked Questions
You can connect Document360 to Live Chat in 1-click using ready workflows or by asking Integrately AI to build your automation. It takes seconds to link your accounts alongside tools like Slack, Zendesk, and HubSpot without any coding skills.
Can I automatically create Document360 documents from Live Chat conversations?
Frequently Asked Questions
Can I connect Document360, Live Chat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Document360 and Live Chat?
Frequently Asked Questions
How does Document360 handle document updates during live chats?
Frequently Asked Questions
What Live Chat events can trigger automation workflows?
Frequently Asked Questions
Can I automate Document360 and Live Chat without any coding skills?
Frequently Asked Questions
Is the Document360 and Live Chat integration free?
Frequently Asked Questions
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You Can Also Connect Document360 or Live Chat With 1500+ Other Apps

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