Asana + HoneyBook
Create projects from templates in Asana for new projects booked in HoneyBook
When a new project is booked in HoneyBook, get started on it right away in Asana. This workflow sets up a new project in Asana from a template every time a new booking occurs in HoneyBook. Save time by skipping manual data entry and reduce the risk of forgetting to set up the project in Asana. Streamline your project management with this automated solution.
When a new project is booked in HoneyBook, get started on it right away in Asana. This workflow sets up a new project in Asana from a template every time a new booking occurs in HoneyBook. Save time by skipping manual data entry and reduce the risk of forgetting to set up the project in Asana. Streamline your project management with this automated solution.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
