Connect Hive and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Action
Updated Action
Choose an Action
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Ready to use Hive and webCRM 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 an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity 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 webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hive triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Hive data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Hive and webCRM 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 webCRM. 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.
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