Albato
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  • Welcome to Albato Help

    How to connect Crove to Albato


    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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