Crove and Salesflare
How to connect Crove
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When recipient Submitted in Crove, find or create contact in Salesflare.
About Crove
Crove allows you to create repetitive business documents as intelligent templates that use variables and logical conditions.
Crove operations on Zapier
Triggers (3)
Start a workflow when this happens
- Document Completed — Triggers when a document is fully completed (all required recipients have signed/submitted).
- Export Completed — Triggers when an asynchronous export (PDF, DOCX, or audit trail) finishes and a signed download link is ready.
- Recipient Submitted — Triggers when a recipient submits (signs/fills) their part of a document.
Actions (6)
Things Salesflare can make it do
- Create Document — Creates a new document from a Crove template, optionally pre-filling field values.
- Export Document — Exports a document as a signed PDF, editable DOCX, or audit-trail PDF and returns a secure download link.
- Get Document — Retrieves a document and its current field values by ID.
- Send Document — Sends a document to a recipient for signing/filling and emails them a secure link.
- Set Document Field Values — Updates the field values of an existing document.
Show 1 more actions
- Submit Document — Submits the document on behalf of the workspace, marking the current values as final.
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