
When this happens...
New Action
Updated Action

Automatically do this!
Create Contact
Update Contact
Add Contact Note
Add Invoice Note
Add Membership Note
Delete Contact
Delete Contact Note
Delete Invoice Note
Delete Membership Note
Find Invoice Notes
Find Membership Notes
Find Contact Notes
Explore more automations built by businesses and experts
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 contact has been created manually or automatically.
Triggers when two contacts are merged.
Triggers when a Contact is updated.
This trigger activates when a contact group is added.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 TidyHQ accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in TidyHQ (or vice versa).
Absolutely. You can customize how Hive data is recorded in TidyHQ. This includes choosing which data fields go into which fields of TidyHQ, setting up custom formats, and filtering out unwanted information.
The data sync between Hive and TidyHQ 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 TidyHQ. 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 MoreWhen your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.
Learn More