Connect Crove and PartnerStack

Both apps 31Crove 12PartnerStack 19

• 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 Application Event

  Triggers when a partner application is submitted or changes (for example, approved or declined).

• Trigger
  New Customer Event

  Triggers when a customer is created or updated in your PartnerStack program.

• Trigger
  New Deal Event

  Triggers when a deal is created or updated (for example, its stage, amount or close date changes).

• Trigger
  New Lead Event

  Triggers when a lead is created or updated (for example, approved, declined or closed).

• Trigger
  New Partnership Event

  Triggers when a partnership is created or updated in your PartnerStack program.

• Trigger
  New Reward Event

  Triggers when a reward is created or changes (for example, declined, restored or updated).

• Trigger
  New Transaction Event

  Triggers when a transaction is recorded or changes.

• Action
  Create Action

  Records an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.

• Action
  Create Deal

  Creates a new deal attributed to the partner who registered it.

• Action
  Create Lead

  Creates a new lead attributed to the partner who referred it.

• Action
  Create Partner

  Creates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.

• Action
  Create Transaction

  Records a customer payment transaction so the referring partner is rewarded.

• Action
  Find Customer

  Looks up a customer by their customer key (or email) and returns their details.

• Action
  Find Lead

  Looks up a lead by its lead key and returns its details.

• Action
  Find Partner

  Finds a partner by their email address and returns the matching partnership.

• Action
  Update Customer

  Updates an existing customer's details, such as their name, email, or payment provider key.

• Action
  Update Deal

  Updates an existing deal, such as its stage, amount, or close date.

• Action
  Update Lead

  Updates an existing lead, such as its status, approval, or amount.

• Action
  Update Partnership

  Updates a partnership, such as moving the partner to another group or tier or changing their manager.

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