Hivelight and Salesflare
How to connect Hivelight
- Via Zapier — 27 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When task Created in Hivelight, create task in Salesflare.
- When task Status Updated in Hivelight, create task in Salesflare.
- When new Task in Salesflare, create a Task Note in Hivelight.
About Hivelight
Hivelight is a team collaboration tool to help you manage tasks, optimize your processes, and track the progress of your matters and projects.
Hivelight operations on Zapier
Triggers (5)
Start a workflow when this happens
- Matter Created — Triggers when a new matter is created.
- Milestone Created — Triggers when a new milestone is created within a matter.
- Milestone Status Updated — Triggers when a milestone status is updated.
- Task Created — Triggers when a new task is created.
- Task Status Updated — Triggers when a task is updated.
Actions (14)
Things Salesflare can make it do
- Apply a Workflow to a Matter - Roadmap — Adds a roadmap to a matter, including a set of predefined key milestones and tasks.
- Apply a Workflow to a Matter - Task List — Applies a task list to a matter. Requires task list ID, start date, and optionally a milestone ID.
- Archive a Matter — This endpoint archives an existing Matter.
- Create Matter — Creates a new matter in Hivelight
- Create a Matter Note — Adds a text-based note to an existing matter.
Show 9 more actions
- Create a Task Note — Creates a note associated with a specific task under a matter.
- Find Matter by External Reference ID — Retrieve details of a specific matter based on their External Reference ID
- Find Tasks — Find tasks in the workspace with optional pagination and filtering.
- Find Tasks by ID — Find a specific task in the Workspace
- Unarchive a Matter — Restores a previously archived matter, making it active and accessible again in the system.
- Update Matter Details — Update the details of an existing matter, including its name, description, and external references.
- Update Matter Role — Updates the assigned participant roles for a specific matter.
- Update Milestone Status — Updates the status of a specific milestone in a matter. This endpoint allows users to mark milestones as completed.
- Update Task Status — Use this endpoint to change the status of a specific task. You’ll need the Task ID, which can be found in the Matter page URL after selecting a task — it’s the section that appears right after “t/”.
Searches (8)
Look up existing records
- Find All Matters — Retrieves up to a specified number of Matters from the system.
- Find All Users — Retrieves a list of all users within the workspace
- Find Current Workspace — Retrieve details of the workspace associated with the current authentication.
- Find Matter by ID — Retrieve details of a specific Matter using its unique ID.
- Find Matters by Participants — Retrieves all Matters that include the specified participant user IDs.
Show 3 more searches
- Find User by ID — Retrieves detailed information for a specific user based on their unique user ID.
- Find Workflow by ID — Retrieve details of a specific workflow using its unique ID.
- Find Workflows — Retrieves all workflows within the worspace.
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