Coevera

Learn how to quickly enter Contact information into Coevera by scanning a business card using the Coevera Mobile App.

Using the Business Card Scanner

How to use the Map View for Accounts, Contacts, Lead, Opportunities. Learn about Geolocation, using and activating the option

Geolocation - how to use the Map View for Accounts, Contacts, Leads and Opportunities

How to enable Dropbox integration to Coevera Cloud so your team can share and sync documents between Coevera and Dropbox.

How to enable and use the Dropbox Integration to Coevera Cloud

Learn how to activate RingCentral with the Coevera automation hub.

Using the RingCentral Integration to Coevera

How the auto profiling integration enriches Account and Contact records in Coevera

Auto Profiling for Accounts and Contacts in Coevera

Learn to activate and integrate Jira with Coevera from the Coevera automation hub.

How to enable and use the Jira Integration to Coevera

Learn how to activate and use the Hubspot integration from the Coevera automation hub

How to enable and use the Hubspot Integration to Coevera

Learn how to activate and integrate PandaDoc with Coevera's Automation Hub and how to access, create and send documents.

How to enable and use the PandaDoc Integration to Coevera

Use the Analytics and Logs for your addons and integrations to track usage and identify problems

Automation Hub - Using Analytics and Logs for Integrations and Addons

Activate this add on to track the location of logged activities created in the Coevera Mobile app

Location Tracking - Tracking Activities based on their location

Using the integration to SendGrid for sending bulk emails from Coevera

Email Integration using Twilio SendGrid

Connect a personal WhatsApp account to Coevera to enable conversations with customers directly from Coevera using WhatsApp messages

Coevera - WhatsApp Messaging Integration

Admins can create custom field mappings between related entities or update the system mappings

Advanced Fields & Forms - Using the Field Mappings Add-on

Automation Hub Add-ons

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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