
When this happens...
New Action
Updated Action

Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve actions in the selected project created since the specified time.
Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.
Add a new contact to ATZ CRM.
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update a candidate's details in ATZ CRM.
Remove a candidate record from ATZ CRM.
Action is the task that follows automatically within your Hive integrations.
Create a new action (task) in a selected Hive project and set its scheduled date.
Post a new message to a Hive workspace group (container), with optional sender name, picture, and message color.
Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.
Change the status of an existing Hive action (e.g., To-Do, In Progress, Done).
Create a new Hive action (task) in the selected workspace with title, assignees, optional description, scheduled date, and project.
Apply a saved action template to a selected Hive action in a workspace.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Hive and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Hive data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Hive and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Hive and ATZ CRM. 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.
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.
Learn MoreATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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