UNCF, the United Negro College Fund, supports Black students through scholarships and educational opportunities. As part of their outreach, the marketing team handles a variety of requests—from web updates to event launches. The challenge? Everything came through a single form, and every submission, regardless of type, triggered the same kind of task in Hive.
If you manage a marketing or operations team, you probably know this pain:
Forms flood in, but not every submission is created equal. Some need a simple update, others deserve their own project.
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The challenge:
- One marketing form for multiple request types
- No built-in logic to create a project instead of just an action
- Event requests needed to be handled separately with their own workflows
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How we solved it:
- Built a dynamic automation in Hive triggered by form submissions
- Detected when a submission was an “Event” request
- Automatically created a new Hive project
- Moved relevant actions and subactions into the new project
- Transferred custom fields and attachments to maintain data integrity
- Used labels and fields to preserve visibility and structure
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Results:
- Simplified request management
- 100% form compatibility preserved
- 4 hours invested: 3 building, 1 training/testing
- Clearer project tracking and better team collaboration
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Conclusion:
In just a few hours, UNCF turned a messy form process into a clean project automation—no extra forms, no manual sorting. Just smart logic that adapts to real needs.
Need help doing the same in Hive or Zapier? Let’s talk. You don’t have to rebuild your workflows—just make them smarter.
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