PerfexCRM + Crove Integration

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PerfexCRM + Crove Integration
1.
  • Crove
    Document is created in Crove Instant
  • Crove
    Document is completed in Crove Instant
  • Crove
    Document is submitted in Crove Instant
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM
  • Crove
    Create document from template in Crove
  • Crove
    Generate PDF from document in Crove
  • Crove
    Generate document from template in Crove
  • Crove
    Complete document in Crove
  • Crove
    Update document variables in Crove
  • Crove
    Update document details in Crove
  • Crove
    Create invitation link in Crove
  • Crove
    Send email invitation link in Crove
  • Crove
    Get document by ID in Crove
  • Crove
    Submit document in Crove
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