Connect BoardCRM and Hive to Build Intelligent Automations

Choose a Trigger

BoardCRM

When this happens...

Choose an Action

Hive

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Action

New Action

Retrieve actions in the selected project created since the specified time.

Updated Action

Updated Action

Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.

Request a new Trigger for BoardCRM

Do thisActions

Action is the task that follows automatically within your BoardCRM integrations.

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Create Action for Project

Create Action for Project

Create a new action (task) in a selected Hive project and set its scheduled date.

Create Message

Create Message

Post a new message to a Hive workspace group (container), with optional sender name, picture, and message color.

Copy Project

Copy Project

Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.

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Frequently Asked Questions

How do I start an integration between BoardCRM and Hive?

To start, connect both your BoardCRM and Hive accounts to viaSocket. Once connected, you can set up a workflow where an event in BoardCRM triggers actions in Hive (or vice versa).

Can we customize how data from BoardCRM is recorded in Hive?

Absolutely. You can customize how BoardCRM data is recorded in Hive. This includes choosing which data fields go into which fields of Hive, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoardCRM and Hive?

The data sync between BoardCRM and Hive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoardCRM to Hive?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoardCRM and Hive?

Yes, you can set conditional logic to control the flow of data between BoardCRM and Hive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

BoardCRM

About BoardCRM

BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.

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Hive

About Hive

Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.

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