Create projects with Workflows
Workflows can work with projects in two directions:
When a project is created — start a workflow as soon as a new project is added to the workspace.
Create project from template — as a Then operation, copy a project template into a new project. This step needs a triggering action (for example a form submission or a new action card).
Start a workflow when a project is created
Use the Project is created trigger to run a workflow as soon as a new project is added to the workspace. This is a project trigger, not an action trigger — it fires on the new project itself.
Use the trigger in a workflow
Open the Workflows app and create or edit a workflow.
Select Project is created as the When trigger.
Add one or more Then operations — for example create a kickoff action, send an email, post to Slack, or give Buzz a job.
Save and enable the workflow.
The trigger has no extra field conditions. After you select it, Hive waits for the next new project and then runs your operations.
What starts a run
The workflow runs when a new project is created in the workspace, including projects created from:
The new-project dialog
A project template
Copying a project
Converting an action to a project
An import or another workflow that creates a project
Because the project does not exist yet when you build the workflow, Hive does not let you limit this trigger to a specific project list. An enabled workflow can run for any new project in the workspace.
Example workflows
Add a kickoff action — Trigger: Project is created. Operation: Create new action titled “Kickoff”.
Notify the team — Trigger: Project is created. Operation: Send an email or Post to Slack.
Draft a brief — Trigger: Project is created. Operation: Give Buzz a job to write a project summary.
Create a project from a template
Use the Create project from template Then operation when an action should spin up a new project. Hive copies the template’s views, sections, actions, members, teams, and sharing into the new project — the same path as creating a project from a template in the app.
This operation does not run on the Project is created trigger. Pair it with an action-based When, such as Form is submitted, Action is created, Status changes, or Button is clicked.
Set up the operation
Create or edit a workflow with an action-based trigger.
Add the Then operation Create project from template.
Set a Project name pattern. The default is the triggering action’s title. You can also include custom-field tokens from the action.
Choose a Default template project from the Templates tab. Hive uses this template when no branch rule matches.
Optionally add Template branch rules to pick a different template when an action custom field matches a value. For multi-select fields, list any-of values separated by commas (for example Burst, Always-on).
Optionally choose a Default parent project, and add Parent branch rules if the new project should nest under different parents based on an action field.
Optionally add Project custom field mappings to copy values from the triggering action onto the new project.
Leave Skip if a sibling project already has the same name on if you do not want a second project with the same name under the same parent.
Example
Intake form creates a client project —
Trigger: Form is submitted.
Operation: Create project from template. Name pattern uses the request title. A branch rule sends “Campaign” requests to one template and “Always-on” requests to another. The new project nests under the matching client parent.
Availability and limitations
Project is created must be used alone. You cannot combine it with other When conditions in the same workflow.
It is different from Project is updated, which runs when an existing project changes, and from Action is created, which runs when a new action card is created.
Create project from template needs a triggering action. If the workflow has no action (including a Project is created workflow), that step is skipped.
If a Then step creates another project, that new project can also start a Project is created workflow. Avoid pairing those two unless you intend that cascade.
External users cannot create projects through this operation. The workflow owner and the person who triggered the run also need permission to copy projects, and the owner must be able to access the chosen template.
The template must be a current, unarchived project template. If the chosen parent is missing or the people involved cannot access it, Hive creates the project at the workspace root instead of failing the run.
If the name pattern is empty after tokens are filled, Hive names the project New project.