Zapier Integration

Connect Crove to 5,000+ apps using Zapier. Create automated workflows (Zaps) that trigger when events happen in Crove, or create Crove documents from other apps.

Getting started

1. Go to zapier.com and sign in (or create an account)
2. Search for Crove in the app directory
3. Connect your Crove account using an API key
4. Create your first Zap

Connecting your account

When Zapier prompts you to connect Crove:

1. Go to Settings > API Keys in Crove
2. Create a new API key named "Zapier"
3. Copy the key
4. Paste it into Zapier's connection dialog

Triggers (Crove → Other apps)

Triggers fire when something happens in Crove. Use them to start a Zap.

Available triggers

Example: Slack notification on completion

1. Trigger: Crove — Document Completed
2. Action: Slack — Send Channel Message
3. Message: "Document '{{document_name}}' has been completed by {{respondent_email}}"

Example: Google Sheets logging

1. Trigger: Crove — Document Completed
2. Action: Google Sheets — Create Spreadsheet Row
3. Map fields: Document name, completion date, response data

Actions (Other apps → Crove)

Actions create or modify data in Crove. Use them as steps in your Zaps.

Available actions

Example: HubSpot deal → Contract

1. Trigger: HubSpot — New Deal
2. Action: Crove — Create Document
   • Template: Sales Contract
   • Map deal fields to template variables
3. Action: Crove — Send Document
   • Send to the contact email from HubSpot

Example: Typeform → Document

1. Trigger: Typeform — New Response
2. Action: Crove — Create Document
   • Template: Client Agreement
   • Map Typeform fields to template variables

Field mapping

When setting up a Crove action in Zapier, you'll map fields from the trigger to Crove template variables:

Trigger field: "Contact Name"  →  Crove variable: "clientName"
Trigger field: "Email"         →  Crove variable: "clientEmail"
Trigger field: "Deal Amount"   →  Crove variable: "contractAmount"

Zapier shows all available template variables as dropdown options for easy mapping.

Sample data

Zapier uses sample data to show you what fields are available. When connecting a Crove trigger:

1. Zapier pulls sample events from your account
2. If no sample data exists, Zapier shows test data
3. Use the sample fields to configure your Zap

Multi-step Zaps

Combine multiple steps for complex workflows:

1. Trigger: HubSpot — Deal Closed Won
2. Action:  Crove — Create Document (Sales Contract)
3. Action:  Crove — Send Document (to client email)
4. Action:  Slack — Send Message (notify sales team)
5. Action:  Google Sheets — Add Row (log the contract)

Troubleshooting

Zap not firing

• Verify the trigger event actually occurred in Crove
• Check that your API key is valid and not revoked
• Ensure the Zap is turned ON in Zapier

Missing fields

• Make sure the template has variables defined
• Check field mapping in the Zapier action step
• Try refreshing the field list in Zapier

Authentication errors

• Go to Zapier > My Apps > Crove and reconnect
• Create a new API key in Crove and update it in Zapier