When a form submission received in Typeform, invite the user to sign the document in Crove

When someone submits your Typeform, FlowMattic has Crove send them an email invitation to your Crove document, so they can open it and sign without you sending anything by hand.

Typeform

Crove

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2 steps Setup ~5 min Used on 3.4k sites Free to import

The When a form submission received in Typeform, invite the user to sign the document in Crove workflow on the FlowMattic canvas, with 2 steps across Typeform, Crove — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Many agreements start with a form: a client fills in their details, then needs to sign the contract or consent document. Here the signing request follows the Typeform answers on its own. As soon as the Typeform response arrives, Crove emails the respondent an invitation to the document you choose.

The Typeform trigger fires on each new submission and passes the answers to FlowMattic, including the respondent's name and email if your form asks for them.

The Crove step, Create Email Invitation, then invites that person to a Crove document by email. Set the document up in Crove first, with the signature field where you need it. The step ships unmapped, so after import you connect Crove, pick the document and map the Typeform email answer, plus the name if the step asks for it.

Every Typeform response sends one invitation. The template doesn't copy the other form answers into the document, so what the person sees is the document as you prepared it in Crove. Make a test submission with your own address to check the email Crove sends, and look at Task History for Crove's response.

Service agreement after an intake form

A web agency's Typeform intake asks for the client's details, and the client then receives a Crove invitation to sign the standard service agreement.

Consent form for event participants

A climbing gym registers visitors through Typeform. Each visitor gets an email from Crove inviting them to sign the safety waiver before their first session.

Freelancer onboarding

A publisher collects new contributors' details in Typeform and sends each one the contributor agreement through Crove to sign.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Typeform New Form Submission
Fires when a new Typeform response is submitted. The answers, including the respondent's email if you ask for it, are passed to the Crove step.
Step 2Action
Crove Create Email Invitation
Sends the respondent an email invitation to your Crove document. The step ships unmapped: connect Crove, choose the document, then map the Typeform email answer into the invitation.

What you need

FlowMatticCore
Typeform AccountAccount
Crove AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Use Typeform's email question type and make it required, so every response has an address Crove can invite.
If only some respondents need to sign, put a Filter between the Typeform trigger and the Crove step that checks the answer that decides it, for example a question about the service they chose.
Build a second workflow on Crove's Document Completed trigger to log signed documents in Google Sheets or notify your team.

Questions about this workflow

Do I need a Crove document ready before importing?

Yes. The invitation points to a Crove document, so create it in Crove with the text and signature field you need, then choose it in the Create Email Invitation step.

Will the Typeform answers be filled into the Crove document?

Not with this template. It only creates the invitation. To prefill the document, Crove's Create Document and Update Document Response actions exist in FlowMattic, but you would need to add and map them yourself.

How do I know when the respondent has signed?

Crove has Document Completed and Document Submitted triggers in FlowMattic. Use one of them in a separate workflow to get notified or record the signed document.