Connect Hive and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action Created
Updated Action
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Created
Runs when a new action is created in the selected project.
Updated Action
Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Do thisActions
Action is the task that follows automatically within your Hive integrations.
Create Action for Workspace
Creates a new task in the specified Hive workspace and sets its scheduled date.
Create Message
Creates a new message in a Hive workspace group, optionally including the sender's name, picture, and message color.
Copy Project
Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.
Update Hive Action
Updates an existing Hive action with new status, assignees, dates, and labels.
Create Task in Hive Workspace
Creates a new task in the selected Hive workspace with a title, assignees, optional description, scheduled date, and project.
Apply Action Template
Applies a saved template to a selected action in a Hive workspace.
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Frequently Asked Questions
To start, connect both your Hive and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Hive data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Hive and ClearCRM 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 ClearCRM. 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.
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.
Learn MoreAbout ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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