How to connect Crove to Albato

Crove: Document Automation
6/27/2023
·
3 min. read

In this article

Crove allows you to create repetitive business documents as intelligent templates that use variables and logical conditions.

Available triggers

Triggers are the events that trigger the automation, All triggers run in real time, i,e, data is transferred in the moment the event occurs

  • Document Created
  • Document Submitted
  • Document Completed

Available actions

Actions are what Albato performs when your automation is running, Actions also allow you to transfer data to other apps and systems

  • Create document
  • Submit document
  • Complete document
  • Update Document Details
  • Create Email Invite
  • Generate PDF for a Document
  • Export Document as docx
  • Document Detail

Before setting up integrations with Crove, connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

Frame 1.png

Come up with a name for your connection or save the default one.

Enter your API key.

Click the Continue button.

Frame 2.png

Go to your Crove account.

Click on the Settings icon.

Frame 3.png

Go to the API keys section and create a new key. To do this, click the Create new button.

Frame 4.png

Set a name for your key.

Click the Create button.

Frame 5.png

The API key will be created.

Copy and paste it into the Albato connection field.

How to set up webhook

Copy the Albato webhook URL from you Crove connection.

Frame 6.png

Go to your Crove account.

Open the Templates tab.

Choose the Template you need.

Important: In each template, you need to configure the sending of the Webhook separately.

Frame 7 (1).png

Click on Integrations icon.

Frame 8.png

Choose the Delivery option → Outgoing Webhook → Add new.

Frame 9.png

Set a name for your webhook.

Paste the Albato webhook URL.

Choose the event according to your needs.

Click the Save button.

Frame 10.png

You are all set!

Now you can use your Crove connection to integrate it with other apps and systems.


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