Capsule CRM + Hive

Create Hive projects from new or updated Capsule CRM opportunities

Effortlessly manage your sales pipeline by connecting Capsule CRM and Hive with this automation workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a project will be copied in Hive, ensuring your team stays up to date on the latest developments. Say goodbye to manual updates and hello to seamless collaboration between your CRM and project management tools.

When this happens...
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Copy Project
Copy project.
ActionWrite

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Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
- WorkspaceRequired
- Select Project
Trigger
Scheduled
Try It
- WorkspaceRequired
- Description
- Assigned To
- TitleRequired
- Deadline
Action
Write
- WorkspaceRequired
- Group for WorkspaceRequired
- Message BodyRequired
- Custom Sender Name
- Custom Sender Picture
- Color
Action
Write
- Action IDRequired
- New status
Action
Write

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- WorkspaceRequired
- Select Project
Trigger
Scheduled
Try It
- WorkspaceRequired
- Copy Action Statuses
- Copy Action Assignees
- Select ProjectRequired
- NameRequired
- Deadline
Action
Write
- WorkspaceRequired
- Select ProjectRequired
- Action Template
- TitleRequired
- Assigned To
- Description
- Deadline
- Custom Fields
Action
Write
- WorkspaceRequired
- WorkflowRequired
- Custom Fields
Action
Write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more Help

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About Hive

Hive provides simple automated workflow for teams. It brings all your different tools onto one dashboard and makes it easy to see progress and bottlenecks.

Help

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PRODUCTS

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Capsule CRM + Hive

Create Hive projects from new or updated Capsule CRM opportunities

New or Updated Project

New or Updated Contact

ActionRequired

Create Project

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Add Tag to Entity

Entity TypeRequired

Create Contact

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Update Contact

Find Milestone

PipelineRequired

NameRequired

Find Contact

Search usingRequired

Find or Create Project

Search usingRequired

ContactRequired

NameRequired

Board

Description

Expected Close Date

Track

Opportunity

Owner

Tags

Status

Find or Create Contact

Search usingRequired

TypeRequired

About

Email Address

Street Address

City

State

Zip Code

Country

Phone Number

Tags

Updated Action

WorkspaceRequired

Select Project

Create Action for Workspace

WorkspaceRequired

Description

Assigned To

TitleRequired

Deadline

Create Message

WorkspaceRequired