Connect Hive and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action
Updated Action
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use Hive and Sage Sales Management 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 Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact is created.
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 Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Hive data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Hive and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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