Asana + HoneyBook
Create tasks in Asana for each new client created in HoneyBook
Stay organized and enhance productivity with this simple workflow. Once a new client is added in HoneyBook, it will create a corresponding task in Asana, linking your client management and project management seamlessly. This setup not only saves time but also ensures you never miss a follow-up task on your newly added clients. Stay on top of your business needs with this streamlined process!
Stay organized and enhance productivity with this simple workflow. Once a new client is added in HoneyBook, it will create a corresponding task in Asana, linking your client management and project management seamlessly. This setup not only saves time but also ensures you never miss a follow-up task on your newly added clients. Stay on top of your business needs with this streamlined process!
- When this happens...Client Created
Triggers when a new client is created in HoneyBook.
- automatically do this!Create Task
Adds a new task.
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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
