
When this happens...
New Action
Updated Action

Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
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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.
Triggers when a new contact is created in agile crm
Triggers when a new deal is created
Triggers when a task is created.
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 Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how Hive data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Hive and Agile 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 Agile 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 MoreAgile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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