Connect Hive and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action
Updated Action
Choose an Action
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Ready to use Hive and Copper automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Action
Retrieve actions in the selected project created since the specified time.
Updated Action
Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
Do thisActions
Action is the task that follows automatically within your Hive integrations.
Create Action for Project
Create a new action (task) in a selected Hive project and set its scheduled date.
Create Message
Post a new message to a Hive workspace group (container), with optional sender 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 Action
Change the status of an existing Hive action (e.g., To-Do, In Progress, Done).
Create Action for WorkSpace
Create a new Hive action (task) in the selected workspace with title, assignees, optional description, scheduled date, and project.
Trigger Action Temaplate
Apply a saved action template to a selected Hive action in a workspace.
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Frequently Asked Questions
To start, connect both your Hive and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in Copper (or vice versa).
Absolutely. You can customize how Hive data is recorded in Copper. This includes choosing which data fields go into which fields of Copper, setting up custom formats, and filtering out unwanted information.
The data sync between Hive and Copper 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 Copper. 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 Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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