Crove integration with Email by Nekton
How to Send outbound emails in Email by Nekton when new documents are completed in Crove
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send outbound emails in Email by Nekton when new documents are completed in Crove" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Crove integrations
Crove actions
Nekton can use any feature that is available in Crove API.
Using our advanced AI, you can easily create custom automations for Crove.
Here are some typical actions you can do in your automated workflows.
Create Document
Create a new document.
Create View Only Link
Create view only link for the document.
Generate PDF From Document
Generate PDF of a document and return PDF URL.
Get Document Details
Get details of a document. Example: Name, Current Status, etc.
Update Document Details
Update details of a document. Example: Name, Current Status, etc.
Complete Document
Mark the document as completed
About Crove
Crove allows you to create repetitive business documents as intelligent templates that use variables and logical conditions.