HoneyBook + monday.com
Create items in monday.com for new HoneyBook projects booked
Stay organized and efficient by seamlessly transferring your booked projects in HoneyBook to your team's task management in monday.com. This workflow helps you create new items in monday.com whenever a project is booked in HoneyBook, ensuring you have all the necessary information to plan and manage tasks for each project. Save time and never worry about manual updates, as this automation keeps your team informed with any new project bookings.
Stay organized and efficient by seamlessly transferring your booked projects in HoneyBook to your team's task management in monday.com. This workflow helps you create new items in monday.com whenever a project is booked in HoneyBook, ensuring you have all the necessary information to plan and manage tasks for each project. Save time and never worry about manual updates, as this automation keeps your team informed with any new project bookings.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Item
Create a new Item in a board
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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
