Salesforce integration with Hive
How to Create Hive messages for new Salesforce opportunities
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Hive messages for new Salesforce opportunities" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Hive integrations
Hive actions
Nekton can use any feature that is available in Hive API.
Using our advanced AI, you can easily create custom automations for Hive.
Here are some typical actions you can do in your automated workflows.
Copy Project
Copy project.
Create Action for Project
Creates a new action for project.
Trigger Action Template
Triggers a Hive action template.
Create Action for Workspace
Creates a new action for workspace.
Create Message
Create a new message in Hive.
Update Action
Updates an action
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.