Recipes are a set of steps that Hive Automate will follow to get work done between your apps. Recipes have many advanced features, allowing them to handle all app integration and workflow automation scenarios, including complex data transformations, conditional triggers and actions, duplicate detection and much more.
While complex recipes can be created, we can get our first recipe up and running in 5 minutes. The building blocks of Recipes break down into Apps, Triggers, and Actions.
Apps are the various applications that record different events (e.g. Salesforce, Jira, Hive).
A Trigger is an event that will kick off the integration to complete actions automatically (e.g. New Opportunity in Salesforce or a new issue in Jira). Triggers are the first step of our recipe, and can be originated from Hive, or another third party application.
Actions are the series of event outcomes that we want to accomplish from the triggered event (e.g. new Project is created in Hive, Invoice created in quickbooks, etc).
To create our first Recipe, start at “Home” on the left sidebar, and click on the “Create Recipe” button up in the top right corner.
On the following page, go ahead and give the Recipe a name.
Hive Tip: Give this a name that clearly describes the trigger and outcome. For example, “New Salesforce Opportunity Closed Creates New Hive Project”.
The Location is a project or folder for this recipe to be organized into. One must be selected, but you can create a new project or folder if none exist just yet from this dropdown.
There are a variety of different starting points that a Recipe can be triggered from, as you can see. To get started, select “Trigger from an App”.
Hit that Start building button!
Now in the Recipe Editor, we first want to select the App for our Trigger. In the example of Salesforce Opportunity creating a Hive Project, Salesforce is our trigger.
Go ahead and search for an application here:
Once you select an App to connect to, you will see a list of available Triggers. You can select the Trigger you want to work with, and then proceed to Connect to this app.
Enter the required credentials for your application and name the connection. Make it something easy to remember and identifiably yours. In the event you have multiple team members creating recipes, it is important to be able to know which Connection for the app holds your credentials!
With the connection set, we can start identifying some values within the trigger. This may contain some required details from the Trigger, or you can also set conditions for your trigger. So for example, only looking for Salesforce Opportunities that match a specific set of criteria.
With the Trigger selected, we can begin working on the Actions that occur when this event is triggered!
Select the + button that appears below our Trigger in the recipe editor. You will see a set of options for the next step that we can take. For this example, select “Action in an App”.
Now, we will do a very similar process to setting up the Action that we did with the Trigger. Select the App we want to work with, and then select what type of action we want to take. Once you’ve selected the action, set up the connection for this App. On the Setup step, we have the ability now to use data from previous steps.
In this example, we are creating a Hive Project from a Salesforce Opportunity. Using the Recipe Data window, we can drag and drop various data points into fields available on the action. So for example, if we want the Project Name in Hive to match the Account ID in Salesforce, you can drag and drop the Account ID box into the field!
When you are ready, hit Save up in the top right and then we can Test this Recipe. Select Test in the upper right corner, and then in your first app, perform an event that will trigger our Recipe. The test page will show us the results of the Test!
Now we can exit the Recipe editor. Back on the previous screen, we will now have a green “Start Recipe” button up in the top right corner. Start your Recipe, and you are up and running with your very first Hive Automate recipe.