HoneyBook + Trello
Create new Trello boards for newly booked HoneyBook projects
Organize and manage your new HoneyBook projects seamlessly with this efficient workflow. When a new project is booked in HoneyBook, it will automatically create a board in Trello to help you stay on top of your tasks and assignments. Streamline your project management and ensure timely delivery with this convenient automation.
Organize and manage your new HoneyBook projects seamlessly with this efficient workflow. When a new project is booked in HoneyBook, it will automatically create a board in Trello to help you stay on top of your tasks and assignments. Streamline your project management and ensure timely delivery with this convenient automation.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Board
Triggers when a new board 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
