Connect Hive and Copilot
Integrate Hive with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Hive + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Hive
When this happens...
New Action Created
Updated Action
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when New Action Created in Hive
Use this flowCreate Company in Copilot when New Action Created in Hive
Use this flowCreate Message Channel in Copilot when New Action Created in Hive
Use this flowCreate Link on Copilot when New Action Created in Hive
Use this flowCreate Folder in Copilot when New Action Created in Hive
Use this flowCreate File in Copilot when New Action Created in Hive
Use this flowCreate Note in Copilot when New Action Created in Hive
Use this flowUpdate a Note in Copilot when New Action Created in Hive
Use this flowUpdate Client in Copilot when New Action Created in Hive
Use this flowUpdate Company in Copilot when New Action Created in Hive
Use this flowSupported Triggers & Actions
Everything you can automate between Hive and Copilot.
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.
New Client
Trigger whenever any new client is created.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hive and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Hive and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where Hive triggers actions in Copilot, and a separate workflow where Copilot triggers actions in Hive. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Hive and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hive and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
