HoneyBook + Trello
Create Trello boards for new HoneyBook projects and streamline your workflow
Effortlessly manage your new HoneyBook projects with this seamless workflow. Once a new project is booked in HoneyBook, a corresponding board will be created in Trello, ensuring your team stays organized and on top of tasks. Say goodbye to manual entry and hello to smooth project management with this automation.
Effortlessly manage your new HoneyBook projects with this seamless workflow. Once a new project is booked in HoneyBook, a corresponding board will be created in Trello, ensuring your team stays organized and on top of tasks. Say goodbye to manual entry and hello to smooth project management with this automation.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Copy Board
Creates a copy of an existing 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
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
