Asana + HoneyBook
Create new Asana projects from templates when new HoneyBook projects are booked
Streamline your project management with this workflow. When a new project gets booked on HoneyBook, it will create a corresponding project from a template in Asana. This connects your client interaction seamlessly with your project planning, and ensures every new booking is met with a well-organized launch in Asana. Save time and maintain consistency with every new client engagement.
Streamline your project management with this workflow. When a new project gets booked on HoneyBook, it will create a corresponding project from a template in Asana. This connects your client interaction seamlessly with your project planning, and ensures every new booking is met with a well-organized launch in Asana. Save time and maintain consistency with every new client engagement.
- 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
