Slack & Microsoft Teams

Crove doesn't have a first-party Slack or Teams connector yet, but the two most common workflows — a ping in #deals when a contract is signed and a ping in #ops when a public form is submitted — work today via Crove's outgoing webhooks plus Slack/Teams' native incoming-webhook URLs.

This page walks through both.

Prerequisites

• A Crove workspace with owner or admin access
• A Slack workspace or Microsoft Teams team where you can install incoming webhooks

Slack

1. Create a Slack incoming webhook

1. Go to api.slack.com/apps → Create New App → From scratch
2. Give it a name (e.g. "Crove events") and pick the workspace
3. Under Features, click Incoming Webhooks and flip the toggle to On
4. Click Add New Webhook to Workspace, pick the target channel, and Allow
5. Copy the webhook URL — looks like https://hooks.slack.com/services/T.../B.../XXXXX

2. Wire it into Crove

1. In Crove: Settings → Webhooks → Add webhook
2. Paste the Slack URL in the Endpoint field
3. Subscribe to the events you care about (typical starter set: document.completed, document.sent, response.submitted)
4. Save

Crove's default webhook payload is JSON shaped around the document — Slack's incoming-webhook accepts any JSON, but it only renders messages that use Slack's text / blocks format. For a nicely-formatted message you'll want a transformer:

3. Transform the payload (optional but recommended)

Route through any of the following free transformers:

Zapier — Webhook by Zapier (Catch Raw Hook) → Code by Zapier → Slack (Send Channel Message). Example transform:

const p = JSON.parse(inputData.payload);
return {
  text: `📄 *${p.document.name}* was signed by ${p.document.respondents.map((r) => r.email).join(", ")}`,
  attachments: [
    {
      color: "#16a34a",
      fields: [
        { title: "Signed at", value: p.document.completedAt, short: true },
        { title: "PDF", value: `<${p.document.pdfUrl}|Download>`, short: true },
      ],
    },
  ],
};

Pipedream — drop a Node.js step between the Crove webhook and the Slack step. Same transform as above, same result.

Slack Workflow Builder — accept the raw JSON as-is, use the Workflow Builder step to pluck out fields. Zero-code but slightly more limited.

4. Test

Trigger the event (e.g. send a test document and have someone sign it). The Slack message should land in the target channel within 2–3 seconds of the webhook firing.

Microsoft Teams

1. Create a Teams incoming webhook

1. In Teams, right-click the target channel → Connectors → search Incoming Webhook
2. Click Configure, give it a name and optional image
3. Copy the webhook URL (looks like https://outlook.office.com/webhook/...)

2. Wire it into Crove

Same as Slack above — Settings → Webhooks → Add webhook, paste the URL, pick events.

3. Transform (recommended)

Teams expects an Adaptive Card payload. Route through Pipedream, Zapier, or Make with a transform like:

const p = JSON.parse(inputData.payload);
return {
  type: "message",
  attachments: [
    {
      contentType: "application/vnd.microsoft.card.adaptive",
      content: {
        type: "AdaptiveCard",
        version: "1.4",
        body: [
          {
            type: "TextBlock",
            text: `${p.document.name} was signed`,
            weight: "Bolder",
            size: "Medium",
          },
          {
            type: "TextBlock",
            text: `Completed ${p.document.completedAt}`,
            isSubtle: true,
          },
        ],
        actions: [
          {
            type: "Action.OpenUrl",
            title: "Download PDF",
            url: p.document.pdfUrl,
          },
        ],
      },
    },
  ],
};

Roadmap

A first-party Slack/Teams connector (pick channel, pick events, no transformer step) is on the roadmap for later this year. If that's a blocker, reply to our onboarding email and we'll loop you into the beta.