This article walks through creating a workflow on the visual canvas.
Create a New Workflow #
- Go to Hive CRM → Workflows.
- Click Add Workflow.
- Give the workflow a name.
You’ll land on the node-based canvas, starting with a Trigger node.
Configure the Trigger #
Click the Trigger node and choose:
- Entity — the CRM record type to watch (Lead, Deal, Project, Task, Ticket, Invoice/Estimate, Contact (Person or Organization), or Package).
- Event — whether the workflow fires when a record is created or is updated.
Add Conditions (Optional) #
Click + below the Trigger node to add a Conditions node if you only want the workflow to continue when specific field values match. For each condition, choose:
- A field (a standard field, or a custom field)
- An operator — equals, not equals, contains, greater than, less than, is empty, or is not empty
- A comparison value
All conditions in a Conditions node must match for the workflow to continue.
Add Actions #
Click + to add one or more Action nodes. Choose an action type and configure it — see Workflow Action Types Reference for every available action and its options.
Connect the Nodes #
Drag from a node’s bottom handle to the next node’s top handle to connect them in order: Trigger → Conditions (optional) → Action(s). A workflow can branch into multiple action nodes from the same point if you want more than one thing to happen.
Activate the Workflow #
Toggle the workflow to Active once you’re happy with it. Inactive workflows are saved but never run.
Review Workflow Runs #
Open a workflow and check its run history to confirm it’s firing as expected, and to troubleshoot if an action didn’t do what you intended.
