Connect Crove and Karbon

Both apps 29Crove 12Karbon 17

• Trigger
  Document Completed

  Triggers when a Crove document is completed.

• Trigger
  Document Created

  Triggers when a new document is created in Crove.

• Action
  Create Document

  Creates a new document from a Crove template, optionally pre-filling field values.

• Action
  Generate PDF From Document

  Starts a PDF, DOCX or audit-trail export of a Crove document and returns the export job.

• Action
  Get Document Details

  Returns one Crove document with its status and field values.

• Action
  Get Export

  Returns the status of a Crove export job and its signed download URL when ready.

• Action
  Get Template

  Returns one Crove template with its fields and signer roles.

• Action
  List Documents

  Returns Crove documents, optionally filtered by template, name, sent or completed status.

• Action
  List Templates

  Returns the templates in your Crove workspace, with their fields and signer roles.

• Action
  Send Document

  Sends a Crove document to a recipient for signing or filling and emails them a secure link.

• Action
  Submit Document

  Submits a Crove document on behalf of the workspace, marking it completed.

• Action
  Update Document

  Updates field values on an existing Crove document.

• Trigger
  New work item

  Triggers when a new work item is created in Karbon.

• Action
  Add client group

  Creates a new client group in Karbon, optionally with members, owner, manager and client team.

• Action
  Add note

  Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups.

• Action
  Add work item

  Creates a new work item for a client in Karbon.

• Action
  Create Organization Contact

  Creates a new Organization contact in Karbon.

• Action
  Create Person Contact

  Creates a new person Contact in Karbon and returns the created Contact record.

• Action
  Find an Organization Contact

  Finds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations.

• Action
  Find a Person Contact

  Finds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches.

• Action
  Get work item

  Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments.

• Action
  List invoices

  Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted.

• Action
  List timesheets

  Returns a list of timesheets from your Karbon account, optionally filtered by date, user, work item or status, with their time entries if requested.

• Action
  List users

  Returns the users in your Karbon account, optionally filtered by name or email address.

• Action
  List work items

  Returns the work items in your Karbon account, optionally filtered and sorted.

• Action
  Update client group

  Renames an existing Karbon client group by changing its full name.

• Action
  Update Organization Contact

  Updates the name or privacy level of an existing Organization contact in Karbon.

• Action
  Update Person Contact

  Updates the name details or privacy level of an existing Person Contact in Karbon.

• Action
  Update work item

  Updates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.