Connect Crove and noCRM.io

Both apps 36Crove 12noCRM.io 24

• 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
  Lead Status Changed

  Triggers when a specific status of the lead is changed.

• Trigger
  New Client Folder

  Triggers when a client folder is created.

• Trigger
  New Deleted Lead

  Triggers when a lead is deleted. This trigger only works for Expert edition and above .

• Trigger
  New Lead

  Triggers when a lead is created.

• Trigger
  New Lead Assigned

  Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .

• Trigger
  New Lead Comment

  Triggers when a lead is comment on. This trigger only works for Expert edition and above .

• Trigger
  New Lead Content or Title Changed

  Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .

• Trigger
  New Prospect

  Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .

• Action
  Add Attachment

  Add an attachment to a lead

• Action
  Add Comment

  Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Add Tags

  Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Assign Lead

  Assign the lead to a user

• Action
  Call Simplified API

  Call our simplified API to interact with your data

• Action
  Change Lead's Title

  Change the title of a lead

• Action
  Change Status

  Change the status of a lead to Standby, Won, Cancelled or Lost

• Action
  Change Step

  Change the step of a lead

• Action
  Create Lead

  Creates a new lead.

• Action
  Create Prospect

  Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .

• Action
  Delete Lead

  Moves a lead to the trash.

• Action
  Find Lead

  Finds a lead from an email address.

• Action
  Get Lead

  Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.

• Action
  Log an Activity

  Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Set Amount and Probability

  Set the amount and the probability of a lead

• Action
  Set the Estimated Closing Date

  Set the estimated closing date on a lead

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