HoneyBook + Trello
Create Trello cards for new HoneyBook inquiries
Simplify your workflow by turning new HoneyBook inquiries into Trello cards using this template. For every new inquiry in HoneyBook, a card will be created in Trello, helping you stay organized and prioritizing your client communications. Say goodbye to manual data entry and improve your response times with this efficient automation.
Simplify your workflow by turning new HoneyBook inquiries into Trello cards using this template. For every new inquiry in HoneyBook, a card will be created in Trello, helping you stay organized and prioritizing your client communications. Say goodbye to manual data entry and improve your response times with this efficient automation.
- When this happens...New Inquiry
Triggers when a new inquiry is created.
- automatically do this!Create Card
Triggers when a new card is added.
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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
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
New Board
Triggers when a new board is added.
Try It
