Capsule CRM + Hive

Create and update Hive projects for new or updated Capsule CRM contacts

Effortlessly maintain organization between Capsule CRM and Hive by keeping your contacts and projects in sync. With this workflow, when a new or updated contact is added in Capsule CRM, a corresponding project is created or updated in Hive. This way, you can easily manage your business relationships and ensure everyone stays on the same page.

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

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Supported triggers and actions

- 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

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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

- 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
Polling
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
- Activity Type
- 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 Contact
Update an existing Contact
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
Polling
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

Related categories

CRM (Customer Relationship Management)

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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.