Popular use cases

Every workflow here is built on Crove's standard surface — webhooks, REST API, and the public fill link. No custom integrations, no special plans. Pick a pattern that matches your stack and wire it together in whichever automation platform you already use (Zapier, Pabbly, Pipedream, Integrately, FlowMattic).

Sales & contracts

HubSpot deal → auto-generated contract

• Trigger: HubSpot deal moves to "Contract Sent" stage
• Crove action: Create document from your Master Services Agreement template, pre-fill customer name, deal amount, payment terms
• Send: Email signer link to the deal contact automatically
• On complete: Update HubSpot deal to "Closed Won", attach signed PDF

Pre-filled values are typically: customer_name, company, deal_amount, start_date, billing_cycle. See the prefill reference for how matching works.

Pipedrive → NDA on first touch

• Trigger: New Pipedrive person added to a specific pipeline
• Crove action: Send NDA with the contact's name + company pre-filled
• On complete: Tag the Pipedrive contact with NDA: Signed; post to #sales-ops in Slack

Recruiting

Greenhouse offer → signed offer letter

• Trigger: Candidate reaches "Offer Extended" stage in Greenhouse
• Crove action: Create offer letter from template, pre-fill salary, start date, role, office location from the Greenhouse job + candidate records
• Send: Email the candidate with a 7-day link expiry
• On complete: Update Greenhouse application status to "Offer Accepted", trigger background-check workflow

Typeform → NDA + intake bundle

• Trigger: Typeform application submitted
• Crove action: Send two docs — NDA and candidate intake form — both pre-filled with Typeform answers
• On complete (both): Add candidate to an Airtable/Notion candidate base with status "Ready for interview"

Finance & operations

Stripe payment → signed invoice + receipt

• Trigger: Stripe charge.succeeded event
• Crove action: Generate a branded invoice from template with line items pulled from the Stripe charge
• Deliver: Email respondent (customer) a signed PDF; CC to accounts@ via the template's signed-copy CC list
• Archive: Push to your Google Drive "Invoices 2026" folder

Google Sheets row → purchase order

• Trigger: Script watches a "PO Queue" sheet, fires on new row
• Crove action: Create PO from template, pre-fill vendor, amount, delivery date
• Send: Email PO to vendor + your Finance inbox (signed-copy CC)
• On complete: Mark the sheet row as status: SENT

HR / internal

BambooHR onboarding → paperwork bundle

• Trigger: BambooHR employee moves to "Onboarding" status
• Crove action: Fire a sequence of docs — NDA, W-4/Form 16, handbook acknowledgment, direct deposit form — each pre-filled with the employee's payroll data
• On complete (all): Post to #new-hires with a link to a completed PDF bundle, move the employee to "Active"

Expense reimbursement via public fill

• Setup: One public fill link per department. Embed on your internal wiki
• Employee: Fills form with receipt upload (use the file field type)
• On submit: Fire a Slack message to the manager for approval; on approval, auto-generate a reimbursement voucher doc

E-commerce / logistics

Shopify order → delivery waiver

• Trigger: Shopify order created with Requires Signature metafield
• Crove action: Email delivery waiver to the customer with their address + order ID pre-filled
• On complete: Push the signed waiver as an order note in Shopify so ops can see it at pickup

WooCommerce → rental agreement

Uses the FlowMattic plugin to keep the flow inside WordPress. New WooCommerce order for a rental product fires a rental agreement doc with the order line items + customer address pre-filled. On completion, the order is tagged and the PDF attached.

Events & education

Eventbrite → photo release waiver

• Trigger: Eventbrite attendee registered
• Crove action: Send photo-release waiver pre-filled with the attendee's name and event date
• Deadline: 48-hour link expiry, auto-remind after 24 hours
• On complete: Update Eventbrite attendee metadata with waiver_signed: true

LMS → course-completion certificate

• Trigger: Thinkific / Teachable course completion webhook
• Crove action: Generate branded completion certificate with student name + course name pre-filled
• Deliver: Email the signed PDF back to the student; log in your LMS admin dashboard via webhook

Legal-adjacent (use with counsel review)

Crove is not a substitute for legal counsel. For the workflows below, have your lawyer draft the underlying template first, then use Crove for the automation layer:

• Vendor onboarding packets (MSA + DPA + insurance certificate)
• Tenant lease renewals with rent escalation pre-filled
• Non-compete / non-solicit agreements at time of hire
• GDPR processor agreements for EU vendors

Build your own

Crove's webhook and API surfaces are stable and documented — anything a user does inside Crove fires a webhook, and anything you can do manually has a matching API endpoint. Start from /docs/webhooks/outgoing-webhooks and /docs/api/overview.

Got a pattern that isn't covered? Request an integration and tell us the trigger + target app — the product team prioritizes based on real demand.