How to Connect Crove as Data Destination
The integration will allow you to create new template documents in Crove based on data from other systems. For example, you can create a document based on data from your website, landing page, or GoogleSheets in Crove. This will allow you to efficiently automate workflows and save a lot of time by eliminating the need to manually create documents.
Let's go through the entire Crove setup steps together!
Navigation:
1. What will integration with Crove do?
2. How to connect Crove account to ApiX-Drive?
3. How to set up data transfer to Crove in the selected action?
4. An example of the data that will be sent to your Crove.
5. Auto-update and update interval.
Once you've set up a Data Source system, such as Google Sheets, you can set up Crove as a Data Destination.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, Crove must be specified.
Next, you need to specify the action "Send DATA".
The next step is to select the Crove account into which will be get the data.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
Now you need to specify in the "URL for receiving data" field a link to a Webhook from the Crove system.
To do this, go to your personal Crove account.
Go to the "Templates" tab, then select a template that will get data and on the basis of which you want to create documents.
Click on the "Integrations" button, select "Data Source" and click on "Incoming Webhook".
Click "Add New"
Provide a name for reference and copy the link from the "Webhook URL" field
After you have copied the link, paste it into the appropriate field in the ApiX-Drive system.
When the connected account is displayed in the "active accounts" list, select it.
Now you need to assign variables from the Data Source system to the Crove fields you need.
To add a variable, click on the column field and select the desired variable from the dropdown list. Please note that you can use not only Data Source variables, but also manually entered data.
Click "Continue" when you're done with assigning fields.
You can see which fields are available for assignment in the selected Crove template when setting up the Webhook:
After you assign the fields, click "Send test data to Crove" and check if the variables to assign appear in the Crove settings:
Substitute the variables from ApiX-Drive into the template fields and click "Update":
Activate the Webhook leaving the slider in the blue position:
In order to check how the connection works, click "Send test data to Crove" again and check if the document was created according to the template with this data in the Crove system.
If something does not suit you - click "Edit" and go back one step.
If everything suits you - click "Continue" for further settings.
This completes the Data Destination setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes setup Crove as a Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!